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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 | $31,242 | $71,891-56.5% | $86,690-64.0% | $68,498-54.4% |
| Participation rate | 63.8% | 72.2%-8.5pp | 76.6%-12.8pp | 67.9%-4.1pp |
| Annual return | -17.77% | 3.53%-21.3pp | 35.93%-53.7pp | -7.84%-9.9pp |
| Employer contribution / active EE | $1,651 | $2,173-24.0% | $2,837-41.8% | $2,596-36.4% |
| Participant deferral / active EE | $3,412 | $3,779-9.7% | $4,656-26.7% | $4,027-15.3% |
| Admin fee / account holder | $4,977 | $6,112-18.6% | $7,490-33.5% | $5,403-7.9% |