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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 | $27,683 | $57,350-51.7% | $83,850-67.0% | $64,181-56.9% |
| Participation rate | 62.3% | 68.6%-6.3pp | 76.1%-13.9pp | 69.6%-7.3pp |
| Annual return | -2.45% | 11.38%-13.8pp | 850.92%-853.4pp | 7.63%-10.1pp |
| Employer contribution / active EE | $1,577 | $2,545-38.1% | $3,631-56.6% | $2,381-33.8% |
| Participant deferral / active EE | $4,349 | $2,993+45.3% | $4,082+6.5% | $3,470+25.3% |
| Admin fee / account holder | $1,044 | $4,046-74.2% | $5,478-80.9% | $4,887-78.6% |