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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 | $23,394 | $64,729-63.9% | $112,263-79.2% | $68,490-65.8% |
| Participation rate | 57.6% | 67.2%-9.6pp | 75.1%-17.5pp | 67.9%-10.3pp |
| Annual return | -0.72% | -11.40%+10.7pp | 27.49%-28.2pp | -7.85%+7.1pp |
| Employer contribution / active EE | $1,324 | $2,746-51.8% | $3,636-63.6% | $2,597-49.0% |
| Participant deferral / active EE | $2,663 | $3,566-25.3% | $4,729-43.7% | $4,028-33.9% |
| Admin fee / account holder | $3,631 | $5,222-30.5% | $6,410-43.4% | $5,403-32.8% |