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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 | $42,747 | $77,817-45.1% | $123,553-65.4% | $64,173-33.4% |
| Participation rate | 54.5% | 74.7%-20.2pp | 82.3%-27.7pp | 69.6%-15.0pp |
| Annual return | -1.14% | 12.49%-13.6pp | 119.21%-120.3pp | 7.63%-8.8pp |
| Employer contribution / active EE | $2,325 | $3,014-22.9% | $4,628-49.8% | $2,381-2.4% |
| Participant deferral / active EE | $3,761 | $5,240-28.2% | $6,426-41.5% | $3,470+8.4% |
| Admin fee / account holder | $359 | $5,519-93.5% | $9,284-96.1% | $4,887-92.6% |