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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 | $53,390 | $73,863-27.7% | $143,797-62.9% | $68,490-22.0% |
| Participation rate | 60.0% | 66.7%-6.7pp | 80.3%-20.3pp | 67.9%-7.9pp |
| Annual return | -19.31% | 0.91%-20.2pp | -0.04%-19.3pp | -7.85%-11.5pp |
| Employer contribution / active EE | $2,240 | $3,185-29.7% | $4,952-54.8% | $2,597-13.7% |
| Participant deferral / active EE | $4,259 | $3,385+25.8% | $5,638-24.5% | $4,028+5.7% |
| Admin fee / account holder | $1,336 | $5,756-76.8% | $14,679-90.9% | $5,403-75.3% |