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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 | $18,545 | $84,518-78.1% | $67,704-72.6% | $125,389-85.2% |
| Participation rate | 69.2% | 74.8%-5.6pp | 67.5%+1.7pp | 83.2%-14.0pp |
| Annual return | -1.78% | 2.57%-4.4pp | 25.41%-27.2pp | 282.24%-284.0pp |
| Employer contribution / active EE | $2,706 | $3,292-17.8% | $2,559+5.7% | $4,866-44.4% |
| Participant deferral / active EE | $2,724 | $4,430-38.5% | $3,585-24.0% | $5,352-49.1% |
| Admin fee / account holder | $932 | $5,340-82.5% | $4,255-78.1% | $9,541-90.2% |