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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 | $35,278 | $73,863-52.2% | $143,797-75.5% | $68,490-48.5% |
| Participation rate | 56.7% | 66.7%-10.0pp | 80.3%-23.6pp | 67.9%-11.2pp |
| Annual return | -18.65% | 0.91%-19.6pp | -0.04%-18.6pp | -7.85%-10.8pp |
| Employer contribution / active EE | $1,473 | $3,185-53.7% | $4,952-70.3% | $2,597-43.3% |
| Participant deferral / active EE | $3,797 | $3,385+12.2% | $5,638-32.7% | $4,028-5.7% |
| Admin fee / account holder | $1,597 | $5,756-72.3% | $14,679-89.1% | $5,403-70.4% |