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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 | $16,530 | $73,848-77.6% | $143,799-88.5% | $68,486-75.9% |
| Participation rate | 60.9% | 66.7%-5.7pp | 80.3%-19.4pp | 67.9%-7.0pp |
| Annual return | -13.65% | 0.91%-14.6pp | -0.04%-13.6pp | -7.85%-5.8pp |
| Employer contribution / active EE | $1,488 | $3,184-53.3% | $4,952-70.0% | $2,597-42.7% |
| Participant deferral / active EE | $2,736 | $3,385-19.2% | $5,638-51.5% | $4,028-32.1% |
| Admin fee / account holder | $856 | $5,755-85.1% | $14,677-94.2% | $5,404-84.2% |