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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 | $40,746 | $42,917-5.1% | $60,899-33.1% | $68,495-40.5% |
| Participation rate | 68.6% | 66.8%+1.8pp | 73.1%-4.5pp | 67.9%+0.7pp |
| Annual return | 2.33% | -13.99%+16.3pp | 16.92%-14.6pp | -7.84%+10.2pp |
| Employer contribution / active EE | $488 | $1,979-75.3% | $2,702-81.9% | $2,596-81.2% |
| Participant deferral / active EE | $2,995 | $2,867+4.5% | $3,817-21.5% | $4,028-25.6% |
| Admin fee / account holder | $6,682 | $3,102+115.4% | $3,225+107.2% | $5,403+23.7% |