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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 | $42,617 | $46,697-8.7% | $117,533-63.7% | $68,486-37.8% |
| Participation rate | 64.0% | 56.8%+7.2pp | 70.6%-6.6pp | 67.9%-3.9pp |
| Annual return | -13.21% | -14.52%+1.3pp | 29.77%-43.0pp | -7.85%-5.4pp |
| Employer contribution / active EE | $1,466 | $1,506-2.6% | $4,179-64.9% | $2,597-43.5% |
| Participant deferral / active EE | $3,954 | $2,637+49.9% | $4,072-2.9% | $4,028-1.8% |
| Admin fee / account holder | $4,792 | $4,023+19.1% | $5,647-15.1% | $5,404-11.3% |