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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 | $39,039 | $73,863-47.1% | $143,797-72.9% | $68,490-43.0% |
| Participation rate | 61.9% | 66.7%-4.8pp | 80.3%-18.4pp | 67.9%-6.0pp |
| Annual return | -11.65% | 0.91%-12.6pp | -0.04%-11.6pp | -7.85%-3.8pp |
| Employer contribution / active EE | $2,127 | $3,185-33.2% | $4,952-57.1% | $2,597-18.1% |
| Participant deferral / active EE | $3,217 | $3,385-5.0% | $5,638-43.0% | $4,028-20.1% |
| Admin fee / account holder | $13,554 | $5,756+135.5% | $14,679-7.7% | $5,403+150.9% |