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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 | $22,072 | $73,863-70.1% | $143,797-84.7% | $68,490-67.8% |
| Participation rate | 58.1% | 66.7%-8.5pp | 80.3%-22.2pp | 67.9%-9.8pp |
| Annual return | -17.23% | 0.91%-18.1pp | -0.04%-17.2pp | -7.85%-9.4pp |
| Employer contribution / active EE | $1,235 | $3,185-61.2% | $4,952-75.1% | $2,597-52.4% |
| Participant deferral / active EE | $2,285 | $3,385-32.5% | $5,638-59.5% | $4,028-43.3% |
| Admin fee / account holder | $3,327 | $5,756-42.2% | $14,679-77.3% | $5,403-38.4% |