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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 | $40,800 | $56,484-27.8% | $169,452-75.9% | $64,173-36.4% |
| Participation rate | 63.0% | 64.5%-1.6pp | 77.8%-14.8pp | 69.6%-6.6pp |
| Annual return | -7.68% | -1.55%-6.1pp | 1.83%-9.5pp | 7.63%-15.3pp |
| Employer contribution / active EE | $1,142 | $1,832-37.7% | $4,157-72.5% | $2,381-52.0% |
| Participant deferral / active EE | $3,400 | $3,448-1.4% | $5,277-35.6% | $3,470-2.0% |
| Admin fee / account holder | $4,284 | $4,174+2.6% | $9,110-53.0% | $4,887-12.3% |