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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 | $39,886 | $42,917-7.1% | $60,899-34.5% | $68,495-41.8% |
| Participation rate | 64.8% | 66.8%-2.0pp | 73.1%-8.3pp | 67.9%-3.1pp |
| Annual return | -17.10% | -13.99%-3.1pp | 16.92%-34.0pp | -7.84%-9.3pp |
| Employer contribution / active EE | $2,986 | $1,979+50.9% | $2,702+10.5% | $2,596+15.0% |
| Participant deferral / active EE | $4,420 | $2,867+54.2% | $3,817+15.8% | $4,028+9.7% |
| Admin fee / account holder | $4,188 | $3,102+35.0% | $3,225+29.8% | $5,403-22.5% |