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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 | $28,985 | $73,863-60.8% | $143,797-79.8% | $68,490-57.7% |
| Participation rate | 61.1% | 66.7%-5.6pp | 80.3%-19.2pp | 67.9%-6.8pp |
| Annual return | -7.14% | 0.91%-8.1pp | -0.04%-7.1pp | -7.85%+0.7pp |
| Employer contribution / active EE | $1,210 | $3,185-62.0% | $4,952-75.6% | $2,597-53.4% |
| Participant deferral / active EE | $2,766 | $3,385-18.3% | $5,638-50.9% | $4,028-31.3% |
| Admin fee / account holder | $481 | $5,756-91.6% | $14,679-96.7% | $5,403-91.1% |