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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 | $40,104 | $73,848-45.7% | $143,799-72.1% | $68,486-41.4% |
| Participation rate | 68.8% | 66.7%+2.1pp | 80.3%-11.6pp | 67.9%+0.9pp |
| Annual return | -16.03% | 0.91%-16.9pp | -0.04%-16.0pp | -7.85%-8.2pp |
| Employer contribution / active EE | $1,599 | $3,184-49.8% | $4,952-67.7% | $2,597-38.4% |
| Participant deferral / active EE | $1,639 | $3,385-51.6% | $5,638-70.9% | $4,028-59.3% |
| Admin fee / account holder | $586 | $5,755-89.8% | $14,677-96.0% | $5,404-89.2% |