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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 | $25,480 | $73,848-65.5% | $143,799-82.3% | $68,486-62.8% |
| Participation rate | 54.4% | 66.7%-12.2pp | 80.3%-25.9pp | 67.9%-13.4pp |
| Annual return | -1.02% | 0.91%-1.9pp | -0.04%-1.0pp | -7.85%+6.8pp |
| Employer contribution / active EE | $1,404 | $3,184-55.9% | $4,952-71.7% | $2,597-45.9% |
| Participant deferral / active EE | $2,353 | $3,385-30.5% | $5,638-58.3% | $4,028-41.6% |
| Admin fee / account holder | $1,075 | $5,755-81.3% | $14,677-92.7% | $5,404-80.1% |