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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 | $21,864 | $77,816-71.9% | $123,549-82.3% | $64,181-65.9% |
| Participation rate | 56.0% | 74.7%-18.7pp | 82.3%-26.3pp | 69.6%-13.6pp |
| Annual return | -1.12% | 12.49%-13.6pp | 119.20%-120.3pp | 7.63%-8.8pp |
| Employer contribution / active EE | $1,820 | $3,014-39.6% | $4,628-60.7% | $2,381-23.6% |
| Participant deferral / active EE | $4,111 | $5,240-21.5% | $6,426-36.0% | $3,470+18.5% |
| Admin fee / account holder | $3,827 | $5,519-30.6% | $9,284-58.8% | $4,887-21.7% |