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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 | $44,413 | $87,546-49.3% | $75,784-41.4% | $125,389-64.6% |
| Participation rate | 42.9% | 80.2%-37.3pp | 75.8%-33.0pp | 83.2%-40.3pp |
| Annual return | -1.84% | 13.49%-15.3pp | 9.68%-11.5pp | 282.24%-284.1pp |
| Employer contribution / active EE | $2,405 | $3,930-38.8% | $3,323-27.6% | $4,866-50.6% |
| Participant deferral / active EE | $5,022 | $4,230+18.7% | $3,652+37.5% | $5,352-6.2% |
| Admin fee / account holder | $842 | $6,503-87.1% | $5,300-84.1% | $9,541-91.2% |