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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 | $35,950 | $61,660-41.7% | $80,022-55.1% | $64,173-44.0% |
| Participation rate | 69.2% | 71.7%-2.5pp | 75.8%-6.6pp | 69.6%-0.3pp |
| Annual return | -7.09% | -0.33%-6.8pp | 11.22%-18.3pp | 7.63%-14.7pp |
| Employer contribution / active EE | $852 | $1,810-52.9% | $2,468-65.5% | $2,381-64.2% |
| Participant deferral / active EE | $2,852 | $2,968-3.9% | $3,686-22.6% | $3,470-17.8% |
| Admin fee / account holder | $1,728 | $5,417-68.1% | $6,521-73.5% | $4,887-64.6% |