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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 | $32,239 | $42,909-24.9% | $60,906-47.1% | $68,486-52.9% |
| Participation rate | 53.3% | 66.8%-13.4pp | 73.1%-19.8pp | 67.9%-14.6pp |
| Annual return | -9.86% | -13.99%+4.1pp | 16.94%-26.8pp | -7.85%-2.0pp |
| Employer contribution / active EE | $1,761 | $1,979-11.0% | $2,703-34.9% | $2,597-32.2% |
| Participant deferral / active EE | $2,926 | $2,866+2.1% | $3,814-23.3% | $4,028-27.4% |
| Admin fee / account holder | $2,551 | $3,104-17.8% | $3,227-21.0% | $5,404-52.8% |