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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 | $16,716 | $73,848-77.4% | $143,799-88.4% | $68,486-75.6% |
| Participation rate | 65.6% | 66.7%-1.0pp | 80.3%-14.7pp | 67.9%-2.3pp |
| Annual return | -4.35% | 0.91%-5.3pp | -0.04%-4.3pp | -7.85%+3.5pp |
| Employer contribution / active EE | $1,037 | $3,184-67.4% | $4,952-79.1% | $2,597-60.1% |
| Participant deferral / active EE | $3,128 | $3,385-7.6% | $5,638-44.5% | $4,028-22.3% |
| Admin fee / account holder | $4,139 | $5,755-28.1% | $14,677-71.8% | $5,404-23.4% |