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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 | $58,219 | $72,404-19.6% | $110,243-47.2% | $64,173-9.3% |
| Participation rate | 68.0% | 73.3%-5.3pp | 79.8%-11.8pp | 69.6%-1.6pp |
| Annual return | -3.07% | -6.29%+3.2pp | 314.76%-317.8pp | 7.63%-10.7pp |
| Employer contribution / active EE | $1,059 | $2,282-53.6% | $3,827-72.3% | $2,381-55.5% |
| Participant deferral / active EE | $2,239 | $3,469-35.5% | $4,672-52.1% | $3,470-35.5% |
| Admin fee / account holder | $8,532 | $5,664+50.6% | $8,548-0.2% | $4,887+74.6% |