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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 | $21,051 | $56,484-62.7% | $169,452-87.6% | $64,173-67.2% |
| Participation rate | 63.5% | 64.5%-1.1pp | 77.8%-14.3pp | 69.6%-6.1pp |
| Annual return | -5.43% | -1.55%-3.9pp | 1.83%-7.3pp | 7.63%-13.1pp |
| Employer contribution / active EE | $1,287 | $1,832-29.8% | $4,157-69.0% | $2,381-46.0% |
| Participant deferral / active EE | $3,140 | $3,448-8.9% | $5,277-40.5% | $3,470-9.5% |
| Admin fee / account holder | $7,301 | $4,174+74.9% | $9,110-19.9% | $4,887+49.4% |