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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 | $27,134 | $71,873-62.2% | $86,698-68.7% | $68,490-60.4% |
| Participation rate | 67.9% | 72.2%-4.3pp | 76.6%-8.7pp | 67.9%0pp |
| Annual return | -11.59% | 3.54%-15.1pp | 35.96%-47.6pp | -7.85%-3.7pp |
| Employer contribution / active EE | $1,595 | $2,173-26.6% | $2,837-43.8% | $2,597-38.6% |
| Participant deferral / active EE | $3,913 | $3,779+3.5% | $4,656-16.0% | $4,028-2.9% |
| Admin fee / account holder | $3,328 | $6,110-45.5% | $7,492-55.6% | $5,403-38.4% |