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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,449 | $87,546-31.0% | $75,784-20.2% | $125,389-51.8% |
| Participation rate | 69.2% | 80.2%-10.9pp | 75.8%-6.6pp | 83.2%-14.0pp |
| Annual return | -3.12% | 13.49%-16.6pp | 9.68%-12.8pp | 282.24%-285.4pp |
| Employer contribution / active EE | $1,212 | $3,930-69.2% | $3,323-63.5% | $4,866-75.1% |
| Participant deferral / active EE | $995 | $4,230-76.5% | $3,652-72.7% | $5,352-81.4% |
| Admin fee / account holder | $2,188 | $6,503-66.3% | $5,300-58.7% | $9,541-77.1% |