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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 | $16,934 | $42,910-60.5% | $60,919-72.2% | $68,490-75.3% |
| Participation rate | 69.8% | 66.8%+3.1pp | 73.1%-3.3pp | 67.9%+1.9pp |
| Annual return | -18.52% | -13.99%-4.5pp | 16.96%-35.5pp | -7.85%-10.7pp |
| Employer contribution / active EE | $1,909 | $1,978-3.5% | $2,704-29.4% | $2,597-26.5% |
| Participant deferral / active EE | $2,197 | $2,866-23.3% | $3,814-42.4% | $4,028-45.5% |
| Admin fee / account holder | $3,126 | $3,104+0.7% | $3,228-3.1% | $5,403-42.1% |