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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 | $34,552 | $46,697-26.0% | $117,533-70.6% | $68,486-49.5% |
| Participation rate | 28.6% | 56.8%-28.2pp | 70.6%-42.0pp | 67.9%-39.3pp |
| Annual return | -8.56% | -14.52%+6.0pp | 29.77%-38.3pp | -7.85%-0.7pp |
| Employer contribution / active EE | $493 | $1,506-67.2% | $4,179-88.2% | $2,597-81.0% |
| Participant deferral / active EE | $2,628 | $2,637-0.4% | $4,072-35.5% | $4,028-34.8% |
| Admin fee / account holder | $6,851 | $4,023+70.3% | $5,647+21.3% | $5,404+26.8% |