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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 | $61,140 | $73,839-17.2% | $143,788-57.5% | $68,495-10.7% |
| Participation rate | 52.4% | 66.7%-14.3pp | 80.3%-27.9pp | 67.9%-15.5pp |
| Annual return | -14.45% | 1.01%-15.5pp | -0.03%-14.4pp | -7.84%-6.6pp |
| Employer contribution / active EE | $1,534 | $3,184-51.8% | $4,952-69.0% | $2,596-40.9% |
| Participant deferral / active EE | $3,182 | $3,384-6.0% | $5,638-43.6% | $4,028-21.0% |
| Admin fee / account holder | $691 | $5,755-88.0% | $14,675-95.3% | $5,403-87.2% |