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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 | $47,291 | $58,587-19.3% | $83,322-43.2% | $64,173-26.3% |
| Participation rate | 67.6% | 72.0%-4.4pp | 77.8%-10.2pp | 69.6%-2.0pp |
| Annual return | -6.15% | 9.65%-15.8pp | 10.64%-16.8pp | 7.63%-13.8pp |
| Employer contribution / active EE | $1,652 | $2,098-21.3% | $3,379-51.1% | $2,381-30.6% |
| Participant deferral / active EE | $3,111 | $4,654-33.2% | $5,565-44.1% | $3,470-10.3% |
| Admin fee / account holder | $1,108 | $9,279-88.1% | $7,540-85.3% | $4,887-77.3% |