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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 | $23,062 | $73,863-68.8% | $143,797-84.0% | $68,490-66.3% |
| Participation rate | 65.2% | 66.7%-1.4pp | 80.3%-15.1pp | 67.9%-2.7pp |
| Annual return | -14.94% | 0.91%-15.9pp | -0.04%-14.9pp | -7.85%-7.1pp |
| Employer contribution / active EE | $1,486 | $3,185-53.3% | $4,952-70.0% | $2,597-42.8% |
| Participant deferral / active EE | $2,779 | $3,385-17.9% | $5,638-50.7% | $4,028-31.0% |
| Admin fee / account holder | $4,803 | $5,756-16.6% | $14,679-67.3% | $5,403-11.1% |