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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 | $46,994 | $42,909+9.5% | $60,906-22.8% | $68,486-31.4% |
| Participation rate | 40.0% | 66.8%-26.8pp | 73.1%-33.1pp | 67.9%-27.9pp |
| Annual return | -10.64% | -13.99%+3.4pp | 16.94%-27.6pp | -7.85%-2.8pp |
| Employer contribution / active EE | $1,295 | $1,979-34.6% | $2,703-52.1% | $2,597-50.1% |
| Participant deferral / active EE | $1,466 | $2,866-48.8% | $3,814-61.5% | $4,028-63.6% |
| Admin fee / account holder | $2,817 | $3,104-9.2% | $3,227-12.7% | $5,404-47.9% |