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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 | $33,856 | $64,719-47.7% | $112,249-69.8% | $68,486-50.6% |
| Participation rate | 66.1% | 67.2%-1.1pp | 75.1%-9.0pp | 67.9%-1.8pp |
| Annual return | -13.35% | -11.40%-1.9pp | 27.48%-40.8pp | -7.85%-5.5pp |
| Employer contribution / active EE | $2,710 | $2,747-1.4% | $3,636-25.5% | $2,597+4.3% |
| Participant deferral / active EE | $5,849 | $3,565+64.1% | $4,729+23.7% | $4,028+45.2% |
| Admin fee / account holder | $1,850 | $5,232-64.6% | $6,412-71.2% | $5,404-65.8% |