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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 | $40,000 | $71,878-44.3% | $86,698-53.9% | $68,486-41.6% |
| Participation rate | 56.4% | 72.2%-15.9pp | 76.6%-20.2pp | 67.9%-11.5pp |
| Annual return | -18.50% | 3.53%-22.0pp | 35.95%-54.5pp | -7.85%-10.6pp |
| Employer contribution / active EE | $1,797 | $2,173-17.3% | $2,837-36.6% | $2,597-30.8% |
| Participant deferral / active EE | $3,632 | $3,779-3.9% | $4,656-22.0% | $4,028-9.8% |
| Admin fee / account holder | $3,415 | $6,113-44.1% | $7,493-54.4% | $5,404-36.8% |