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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 | $26,986 | $65,092-58.5% | $143,799-81.2% | $66,938-59.7% |
| Participation rate | 53.2% | 65.2%-12.0pp | 80.3%-27.1pp | 69.8%-16.6pp |
| Annual return | -14.92% | -11.14%-3.8pp | -0.04%-14.9pp | 1.58%-16.5pp |
| Employer contribution / active EE | $1,540 | $2,362-34.8% | $4,952-68.9% | $2,545-39.5% |
| Participant deferral / active EE | $7,383 | $2,920+152.8% | $5,638+30.9% | $4,238+74.2% |
| Admin fee / account holder | $1,315 | $502+161.7% | $14,677-91.0% | $594+121.5% |