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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 | $28,883 | $50,958-43.3% | $74,552-61.3% | $64,181-55.0% |
| Participation rate | 54.1% | 61.1%-7.0pp | 69.1%-15.1pp | 69.6%-15.5pp |
| Annual return | -7.32% | -1.86%-5.5pp | 32.53%-39.8pp | 7.63%-14.9pp |
| Employer contribution / active EE | $1,464 | $1,115+31.3% | $1,961-25.3% | $2,381-38.5% |
| Participant deferral / active EE | $2,325 | $2,301+1.0% | $3,108-25.2% | $3,470-33.0% |
| Admin fee / account holder | $2,645 | $4,223-37.4% | $5,060-47.7% | $4,887-45.9% |