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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 | $47,754 | $73,863-35.3% | $143,797-66.8% | $68,490-30.3% |
| Participation rate | 66.7% | 66.7%0pp | 80.3%-13.7pp | 67.9%-1.2pp |
| Annual return | -15.35% | 0.91%-16.3pp | -0.04%-15.3pp | -7.85%-7.5pp |
| Employer contribution / active EE | $541 | $3,185-83.0% | $4,952-89.1% | $2,597-79.2% |
| Participant deferral / active EE | $4,372 | $3,385+29.2% | $5,638-22.5% | $4,028+8.5% |
| Admin fee / account holder | $1,219 | $5,756-78.8% | $14,679-91.7% | $5,403-77.4% |