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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 | $24,013 | $64,719-62.9% | $112,249-78.6% | $68,486-64.9% |
| Participation rate | 44.0% | 67.2%-23.2pp | 75.1%-31.1pp | 67.9%-23.9pp |
| Annual return | -17.41% | -11.40%-6.0pp | 27.48%-44.9pp | -7.85%-9.6pp |
| Employer contribution / active EE | $2,269 | $2,747-17.4% | $3,636-37.6% | $2,597-12.6% |
| Participant deferral / active EE | $3,547 | $3,565-0.5% | $4,729-25.0% | $4,028-11.9% |
| Admin fee / account holder | $11,108 | $5,232+112.3% | $6,412+73.2% | $5,404+105.6% |