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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 | $26,621 | $49,280-46.0% | $67,313-60.5% | $64,173-58.5% |
| Participation rate | 63.3% | 60.8%+2.5pp | 69.1%-5.7pp | 69.6%-6.2pp |
| Annual return | -3.62% | -1.39%-2.2pp | -4.08%+0.5pp | 7.63%-11.3pp |
| Employer contribution / active EE | $1,286 | $1,668-22.9% | $2,566-49.9% | $2,381-46.0% |
| Participant deferral / active EE | $3,311 | $2,484+33.3% | $3,568-7.2% | $3,470-4.6% |
| Admin fee / account holder | $3,368 | $3,863-12.8% | $4,507-25.3% | $4,887-31.1% |