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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 | $39,171 | $65,083-39.8% | $143,788-72.8% | $66,930-41.5% |
| Participation rate | 68.4% | 65.2%+3.2pp | 80.3%-11.9pp | 69.8%-1.4pp |
| Annual return | -11.75% | -11.13%-0.6pp | -0.03%-11.7pp | 1.57%-13.3pp |
| Employer contribution / active EE | $1,294 | $2,361-45.2% | $4,952-73.9% | $2,545-49.1% |
| Participant deferral / active EE | $2,005 | $2,920-31.3% | $5,638-64.4% | $4,238-52.7% |
| Admin fee / account holder | $3,626 | $502+621.9% | $14,675-75.3% | $593+511.1% |