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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 | $38,555 | $59,819-35.5% | $79,583-51.6% | $68,490-43.7% |
| Participation rate | 45.5% | 61.1%-15.6pp | 69.5%-24.0pp | 67.9%-22.4pp |
| Annual return | -17.50% | -12.30%-5.2pp | 0.16%-17.7pp | -7.85%-9.7pp |
| Employer contribution / active EE | $591 | $1,505-60.7% | $2,414-75.5% | $2,597-77.2% |
| Participant deferral / active EE | $3,072 | $3,025+1.6% | $3,986-22.9% | $4,028-23.7% |
| Admin fee / account holder | $2,590 | $4,835-46.4% | $6,835-62.1% | $5,403-52.1% |