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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 | $54,638 | $64,729-15.6% | $112,263-51.3% | $68,490-20.2% |
| Participation rate | 46.4% | 67.2%-20.8pp | 75.1%-28.7pp | 67.9%-21.5pp |
| Annual return | -18.26% | -11.40%-6.9pp | 27.49%-45.7pp | -7.85%-10.4pp |
| Employer contribution / active EE | $2,188 | $2,746-20.3% | $3,636-39.8% | $2,597-15.7% |
| Participant deferral / active EE | $4,068 | $3,566+14.1% | $4,729-14.0% | $4,028+1.0% |
| Admin fee / account holder | $585 | $5,222-88.8% | $6,410-90.9% | $5,403-89.2% |