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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 | $37,081 | $42,909-13.6% | $60,906-39.1% | $68,486-45.9% |
| Participation rate | 59.3% | 66.8%-7.5pp | 73.1%-13.8pp | 67.9%-8.6pp |
| Annual return | -12.94% | -13.99%+1.1pp | 16.94%-29.9pp | -7.85%-5.1pp |
| Employer contribution / active EE | $2,643 | $1,979+33.6% | $2,703-2.2% | $2,597+1.8% |
| Participant deferral / active EE | $6,107 | $2,866+113.1% | $3,814+60.1% | $4,028+51.6% |
| Admin fee / account holder | $2,700 | $3,104-13.0% | $3,227-16.3% | $5,404-50.0% |