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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 | $34,649 | $50,947-32.0% | $74,549-53.5% | $64,173-46.0% |
| Participation rate | 65.4% | 61.1%+4.3pp | 69.1%-3.8pp | 69.6%-4.2pp |
| Annual return | -4.04% | -1.85%-2.2pp | 32.53%-36.6pp | 7.63%-11.7pp |
| Employer contribution / active EE | $893 | $1,115-19.9% | $1,961-54.5% | $2,381-62.5% |
| Participant deferral / active EE | $2,180 | $2,302-5.3% | $3,108-29.9% | $3,470-37.2% |
| Admin fee / account holder | $1,136 | $4,221-73.1% | $5,059-77.5% | $4,887-76.8% |