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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 | $12,615 | $48,267-73.9% | $68,808-81.7% | $68,486-81.6% |
| Participation rate | 67.3% | 60.7%+6.6pp | 69.0%-1.7pp | 67.9%-0.6pp |
| Annual return | -14.95% | -12.70%-2.2pp | -6.37%-8.6pp | -7.85%-7.1pp |
| Employer contribution / active EE | $1,803 | $1,829-1.4% | $2,656-32.1% | $2,597-30.6% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $3,942-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,203 | $4,362-49.5% | $4,936-55.4% | $5,404-59.2% |