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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 | $10,848 | $48,235-77.5% | $68,803-84.2% | $68,490-84.2% |
| Participation rate | 69.0% | 60.7%+8.3pp | 69.0%-0.1pp | 67.9%+1.1pp |
| Annual return | -17.22% | -12.70%-4.5pp | -6.37%-10.8pp | -7.85%-9.4pp |
| Employer contribution / active EE | $1,735 | $1,829-5.1% | $2,656-34.7% | $2,597-33.2% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $3,942-100.0% | $4,028-100.0% |
| Admin fee / account holder | $377 | $4,361-91.4% | $4,936-92.4% | $5,403-93.0% |