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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 | $17,845 | $48,267-63.0% | $68,808-74.1% | $68,486-73.9% |
| Participation rate | 64.8% | 60.7%+4.1pp | 69.0%-4.2pp | 67.9%-3.1pp |
| Annual return | -9.95% | -12.70%+2.8pp | -6.37%-3.6pp | -7.85%-2.1pp |
| Employer contribution / active EE | $1,403 | $1,829-23.3% | $2,656-47.2% | $2,597-46.0% |
| Participant deferral / active EE | $1,844 | $2,867-35.7% | $3,942-53.2% | $4,028-54.2% |
| Admin fee / account holder | $4,448 | $4,362+2.0% | $4,936-9.9% | $5,404-17.7% |