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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 | $27,352 | $46,697-41.4% | $117,533-76.7% | $68,486-60.1% |
| Participation rate | 56.9% | 56.8%+0.2pp | 70.6%-13.7pp | 67.9%-10.9pp |
| Annual return | -15.54% | -14.52%-1.0pp | 29.77%-45.3pp | -7.85%-7.7pp |
| Employer contribution / active EE | $1,710 | $1,506+13.6% | $4,179-59.1% | $2,597-34.1% |
| Participant deferral / active EE | $3,156 | $2,637+19.7% | $4,072-22.5% | $4,028-21.6% |
| Admin fee / account holder | $1,393 | $4,023-65.4% | $5,647-75.3% | $5,404-74.2% |