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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 | $56,262 | $81,870-31.3% | $119,622-53.0% | $68,486-17.8% |
| Participation rate | 36.8% | 71.9%-35.1pp | 79.3%-42.4pp | 67.9%-31.1pp |
| Annual return | -17.20% | -23.82%+6.6pp | -14.98%-2.2pp | -7.85%-9.3pp |
| Employer contribution / active EE | $1,546 | $2,692-42.6% | $4,232-63.5% | $2,597-40.5% |
| Participant deferral / active EE | $2,122 | $4,148-48.8% | $5,601-62.1% | $4,028-47.3% |
| Admin fee / account holder | $2,451 | $6,583-62.8% | $10,328-76.3% | $5,404-54.6% |