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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 | $14,977 | $49,280-69.6% | $67,313-77.7% | $64,173-76.7% |
| Participation rate | 65.8% | 60.8%+5.0pp | 69.1%-3.3pp | 69.6%-3.8pp |
| Annual return | -7.31% | -1.39%-5.9pp | -4.08%-3.2pp | 7.63%-14.9pp |
| Employer contribution / active EE | $1,817 | $1,668+8.9% | $2,566-29.2% | $2,381-23.7% |
| Participant deferral / active EE | $1,497 | $2,484-39.8% | $3,568-58.1% | $3,470-56.9% |
| Admin fee / account holder | $880 | $3,863-77.2% | $4,507-80.5% | $4,887-82.0% |