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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 | $19,095 | $73,839-74.1% | $143,788-86.7% | $68,495-72.1% |
| Participation rate | 51.1% | 66.7%-15.5pp | 80.3%-29.2pp | 67.9%-16.8pp |
| Annual return | -12.06% | 1.01%-13.1pp | -0.03%-12.0pp | -7.84%-4.2pp |
| Employer contribution / active EE | $1,765 | $3,184-44.6% | $4,952-64.4% | $2,596-32.0% |
| Participant deferral / active EE | $4,085 | $3,384+20.7% | $5,638-27.5% | $4,028+1.4% |
| Admin fee / account holder | $857 | $5,755-85.1% | $14,675-94.2% | $5,403-84.1% |