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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 | $22,523 | $69,012-67.4% | $160,009-85.9% | $68,486-67.1% |
| Participation rate | 67.5% | 65.4%+2.1pp | 78.0%-10.5pp | 67.9%-0.4pp |
| Annual return | -18.14% | -9.65%-8.5pp | 408.85%-427.0pp | -7.85%-10.3pp |
| Employer contribution / active EE | $2,076 | $2,212-6.2% | $4,225-50.9% | $2,597-20.1% |
| Participant deferral / active EE | $2,551 | $4,212-39.4% | $6,183-58.7% | $4,028-36.7% |
| Admin fee / account holder | $1,271 | $4,798-73.5% | $8,715-85.4% | $5,404-76.5% |