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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 | $25,206 | $64,716-61.1% | $112,258-77.5% | $68,495-63.2% |
| Participation rate | 53.4% | 67.2%-13.7pp | 75.1%-21.6pp | 67.9%-14.4pp |
| Annual return | -14.45% | -11.40%-3.1pp | 27.47%-41.9pp | -7.84%-6.6pp |
| Employer contribution / active EE | $1,051 | $2,746-61.7% | $3,636-71.1% | $2,596-59.5% |
| Participant deferral / active EE | $2,111 | $3,565-40.8% | $4,728-55.4% | $4,028-47.6% |
| Admin fee / account holder | $1,517 | $5,232-71.0% | $6,411-76.3% | $5,403-71.9% |