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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 | $35,791 | $42,910-16.6% | $60,919-41.2% | $68,490-47.7% |
| Participation rate | 63.4% | 66.8%-3.3pp | 73.1%-9.7pp | 67.9%-4.5pp |
| Annual return | -16.92% | -13.99%-2.9pp | 16.96%-33.9pp | -7.85%-9.1pp |
| Employer contribution / active EE | $2,662 | $1,978+34.6% | $2,704-1.5% | $2,597+2.5% |
| Participant deferral / active EE | $3,364 | $2,866+17.4% | $3,814-11.8% | $4,028-16.5% |
| Admin fee / account holder | $2,100 | $3,104-32.4% | $3,228-35.0% | $5,403-61.1% |