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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 | $50,717 | $73,009-30.5% | $90,760-44.1% | $68,486-25.9% |
| Participation rate | 47.5% | 70.8%-23.3pp | 75.7%-28.2pp | 67.9%-20.4pp |
| Annual return | -10.31% | -13.81%+3.5pp | -12.16%+1.9pp | -7.85%-2.5pp |
| Employer contribution / active EE | $989 | $2,193-54.9% | $2,922-66.2% | $2,597-61.9% |
| Participant deferral / active EE | $2,710 | $3,626-25.3% | $4,565-40.6% | $4,028-32.7% |
| Admin fee / account holder | $2,435 | $5,896-58.7% | $8,444-71.2% | $5,404-54.9% |