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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 | $25,043 | $45,872-45.4% | $77,081-67.5% | $68,495-63.4% |
| Participation rate | 51.2% | 55.9%-4.7pp | 67.9%-16.7pp | 67.9%-16.7pp |
| Annual return | -19.94% | 1.73%-21.7pp | 42.33%-62.3pp | -7.84%-12.1pp |
| Employer contribution / active EE | $1,148 | $1,650-30.4% | $2,813-59.2% | $2,596-55.8% |
| Participant deferral / active EE | $2,960 | $2,963-0.1% | $4,428-33.1% | $4,028-26.5% |
| Admin fee / account holder | $502 | $3,041-83.5% | $5,427-90.8% | $5,403-90.7% |