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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 | $33,403 | $61,660-45.8% | $80,022-58.3% | $64,173-47.9% |
| Participation rate | 60.0% | 71.7%-11.7pp | 75.8%-15.8pp | 69.6%-9.6pp |
| Annual return | -6.78% | -0.33%-6.4pp | 11.22%-18.0pp | 7.63%-14.4pp |
| Employer contribution / active EE | $1,217 | $1,810-32.8% | $2,468-50.7% | $2,381-48.9% |
| Participant deferral / active EE | $1,649 | $2,968-44.4% | $3,686-55.3% | $3,470-52.5% |
| Admin fee / account holder | $4,869 | $5,417-10.1% | $6,521-25.3% | $4,887-0.4% |