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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 | $29,107 | $73,839-60.6% | $143,788-79.8% | $68,495-57.5% |
| Participation rate | 62.2% | 66.7%-4.4pp | 80.3%-18.1pp | 67.9%-5.7pp |
| Annual return | -18.35% | 1.01%-19.4pp | -0.03%-18.3pp | -7.84%-10.5pp |
| Employer contribution / active EE | $943 | $3,184-70.4% | $4,952-81.0% | $2,596-63.7% |
| Participant deferral / active EE | $1,632 | $3,384-51.8% | $5,638-71.1% | $4,028-59.5% |
| Admin fee / account holder | $1,154 | $5,755-79.9% | $14,675-92.1% | $5,403-78.6% |