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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 | $40,187 | $73,863-45.6% | $143,797-72.1% | $68,490-41.3% |
| Participation rate | 62.9% | 66.7%-3.8pp | 80.3%-17.5pp | 67.9%-5.0pp |
| Annual return | -16.36% | 0.91%-17.3pp | -0.04%-16.3pp | -7.85%-8.5pp |
| Employer contribution / active EE | $1,979 | $3,185-37.9% | $4,952-60.0% | $2,597-23.8% |
| Participant deferral / active EE | $3,967 | $3,385+17.2% | $5,638-29.6% | $4,028-1.5% |
| Admin fee / account holder | $6,612 | $5,756+14.9% | $14,679-55.0% | $5,403+22.4% |