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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 | $36,025 | $45,566-20.9% | $64,105-43.8% | $59,633-39.6% |
| Participation rate | 55.2% | 60.2%-5.0pp | 68.2%-13.0pp | 68.7%-13.5pp |
| Annual return | -0.87% | 4.95%-5.8pp | 791.24%-792.1pp | 2041.45%-2042.3pp |
| Employer contribution / active EE | $745 | $934-20.2% | $1,820-59.1% | $2,203-66.2% |
| Participant deferral / active EE | $2,678 | $2,057+30.2% | $2,822-5.1% | $3,192-16.1% |
| Admin fee / account holder | $2,914 | $3,268-10.8% | $4,499-35.2% | $4,297-32.2% |