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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 | $53,504 | $45,872+16.6% | $77,100-30.6% | $68,490-21.9% |
| Participation rate | 38.0% | 55.9%-17.9pp | 67.9%-29.9pp | 67.9%-29.9pp |
| Annual return | -18.98% | 1.73%-20.7pp | 42.35%-61.3pp | -7.85%-11.1pp |
| Employer contribution / active EE | $1,301 | $1,650-21.1% | $2,815-53.8% | $2,597-49.9% |
| Participant deferral / active EE | $2,562 | $2,963-13.5% | $4,430-42.2% | $4,028-36.4% |
| Admin fee / account holder | $362 | $3,041-88.1% | $5,443-93.3% | $5,403-93.3% |