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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 | $51,322 | $77,816-34.0% | $123,552-58.5% | $64,173-20.0% |
| Participation rate | 57.8% | 74.7%-16.9pp | 82.3%-24.5pp | 69.6%-11.8pp |
| Annual return | -5.67% | 12.49%-18.2pp | 119.20%-124.9pp | 7.63%-13.3pp |
| Employer contribution / active EE | $1,115 | $3,014-63.0% | $4,628-75.9% | $2,381-53.2% |
| Participant deferral / active EE | $3,330 | $5,240-36.5% | $6,426-48.2% | $3,470-4.0% |
| Admin fee / account holder | $5,622 | $5,519+1.9% | $9,285-39.4% | $4,887+15.0% |