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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 | $32,155 | $73,863-56.5% | $143,797-77.6% | $68,490-53.1% |
| Participation rate | 65.7% | 66.7%-1.0pp | 80.3%-14.6pp | 67.9%-2.2pp |
| Annual return | -15.67% | 0.91%-16.6pp | -0.04%-15.6pp | -7.85%-7.8pp |
| Employer contribution / active EE | $880 | $3,185-72.4% | $4,952-82.2% | $2,597-66.1% |
| Participant deferral / active EE | $2,079 | $3,385-38.6% | $5,638-63.1% | $4,028-48.4% |
| Admin fee / account holder | $1,870 | $5,756-67.5% | $14,679-87.3% | $5,403-65.4% |