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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 | $22,398 | $79,633-71.9% | $93,786-76.1% | $68,490-67.3% |
| Participation rate | 44.0% | 75.4%-31.4pp | 81.0%-37.0pp | 67.9%-23.9pp |
| Annual return | -15.18% | -0.10%-15.1pp | -11.32%-3.9pp | -7.85%-7.3pp |
| Employer contribution / active EE | $1,263 | $3,665-65.6% | $4,328-70.8% | $2,597-51.4% |
| Participant deferral / active EE | $2,131 | $5,158-58.7% | $6,100-65.1% | $4,028-47.1% |
| Admin fee / account holder | $6,160 | $6,871-10.4% | $7,184-14.3% | $5,403+14.0% |