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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 | $17,267 | $87,546-80.3% | $75,784-77.2% | $125,389-86.2% |
| Participation rate | 60.9% | 80.2%-19.3pp | 75.8%-15.0pp | 83.2%-22.3pp |
| Annual return | -3.34% | 13.49%-16.8pp | 9.68%-13.0pp | 282.24%-285.6pp |
| Employer contribution / active EE | $1,279 | $3,930-67.4% | $3,323-61.5% | $4,866-73.7% |
| Participant deferral / active EE | $1,754 | $4,230-58.5% | $3,652-52.0% | $5,352-67.2% |
| Admin fee / account holder | $2,171 | $6,503-66.6% | $5,300-59.0% | $9,541-77.2% |