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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 | $14,540 | $73,839-80.3% | $143,788-89.9% | $68,495-78.8% |
| Participation rate | 64.3% | 66.7%-2.4pp | 80.3%-16.0pp | 67.9%-3.6pp |
| Annual return | -14.31% | 1.01%-15.3pp | -0.03%-14.3pp | -7.84%-6.5pp |
| Employer contribution / active EE | $1,569 | $3,184-50.7% | $4,952-68.3% | $2,596-39.6% |
| Participant deferral / active EE | $2,112 | $3,384-37.6% | $5,638-62.5% | $4,028-47.6% |
| Admin fee / account holder | $920 | $5,755-84.0% | $14,675-93.7% | $5,403-83.0% |