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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 | $34,430 | $50,947-32.4% | $74,549-53.8% | $64,173-46.3% |
| Participation rate | 65.0% | 61.1%+3.9pp | 69.1%-4.1pp | 69.6%-4.6pp |
| Annual return | -5.30% | -1.85%-3.4pp | 32.53%-37.8pp | 7.63%-12.9pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,594 | $2,302+12.7% | $3,108-16.5% | $3,470-25.2% |
| Admin fee / account holder | $2,308 | $4,221-45.3% | $5,059-54.4% | $4,887-52.8% |