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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 | $60,839 | $72,404-16.0% | $110,243-44.8% | $64,173-5.2% |
| Participation rate | 66.2% | 73.3%-7.1pp | 79.8%-13.6pp | 69.6%-3.4pp |
| Annual return | -4.22% | -6.29%+2.1pp | 314.76%-319.0pp | 7.63%-11.9pp |
| Employer contribution / active EE | $626 | $2,282-72.6% | $3,827-83.6% | $2,381-73.7% |
| Participant deferral / active EE | $2,220 | $3,469-36.0% | $4,672-52.5% | $3,470-36.0% |
| Admin fee / account holder | $3,520 | $5,664-37.9% | $8,548-58.8% | $4,887-28.0% |