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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 | $41,206 | $45,872-10.2% | $77,081-46.5% | $68,495-39.8% |
| Participation rate | 66.7% | 55.9%+10.7pp | 67.9%-1.2pp | 67.9%-1.2pp |
| Annual return | -17.51% | 1.73%-19.2pp | 42.33%-59.8pp | -7.84%-9.7pp |
| Employer contribution / active EE | $660 | $1,650-60.0% | $2,813-76.6% | $2,596-74.6% |
| Participant deferral / active EE | $3,058 | $2,963+3.2% | $4,428-30.9% | $4,028-24.1% |
| Admin fee / account holder | $3,887 | $3,041+27.8% | $5,427-28.4% | $5,403-28.1% |