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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 | $30,664 | $46,697-34.3% | $117,529-73.9% | $68,490-55.2% |
| Participation rate | 66.3% | 56.8%+9.5pp | 70.6%-4.4pp | 67.9%-1.6pp |
| Annual return | -10.82% | -14.52%+3.7pp | 29.77%-40.6pp | -7.85%-3.0pp |
| Employer contribution / active EE | $420 | $1,506-72.1% | $4,179-90.0% | $2,597-83.8% |
| Participant deferral / active EE | $1,871 | $2,637-29.1% | $4,072-54.1% | $4,028-53.6% |
| Admin fee / account holder | $2,627 | $4,023-34.7% | $5,645-53.5% | $5,403-51.4% |