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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 | $8,016 | $48,267-83.4% | $68,794-88.3% | $68,495-88.3% |
| Participation rate | 67.4% | 60.7%+6.8pp | 69.0%-1.6pp | 67.9%-0.5pp |
| Annual return | -14.64% | -12.70%-1.9pp | -6.37%-8.3pp | -7.84%-6.8pp |
| Employer contribution / active EE | $1,046 | $1,829-42.8% | $2,656-60.6% | $2,596-59.7% |
| Participant deferral / active EE | $1,692 | $2,867-41.0% | $3,941-57.1% | $4,028-58.0% |
| Admin fee / account holder | $10,105 | $4,362+131.6% | $4,934+104.8% | $5,403+87.0% |