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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 | $38,806 | $45,872-15.4% | $77,096-49.7% | $68,486-43.3% |
| Participation rate | 46.7% | 55.9%-9.3pp | 67.9%-21.3pp | 67.9%-21.2pp |
| Annual return | -4.28% | 1.73%-6.0pp | 42.35%-46.6pp | -7.85%+3.6pp |
| Employer contribution / active EE | $1,740 | $1,650+5.5% | $2,814-38.2% | $2,597-33.0% |
| Participant deferral / active EE | $2,828 | $2,963-4.5% | $4,429-36.1% | $4,028-29.8% |
| Admin fee / account holder | $5,363 | $3,041+76.3% | $5,428-1.2% | $5,404-0.8% |