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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 | $30,691 | $64,719-52.6% | $112,249-72.7% | $68,486-55.2% |
| Participation rate | 60.0% | 67.2%-7.2pp | 75.1%-15.1pp | 67.9%-7.9pp |
| Annual return | -18.09% | -11.40%-6.7pp | 27.48%-45.6pp | -7.85%-10.2pp |
| Employer contribution / active EE | $1,551 | $2,747-43.5% | $3,636-57.3% | $2,597-40.3% |
| Participant deferral / active EE | $2,574 | $3,565-27.8% | $4,729-45.6% | $4,028-36.1% |
| Admin fee / account holder | $1,699 | $5,232-67.5% | $6,412-73.5% | $5,404-68.6% |