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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 | $29,222 | $56,484-48.3% | $169,452-82.8% | $64,173-54.5% |
| Participation rate | 66.7% | 64.5%+2.1pp | 77.8%-11.1pp | 69.6%-2.9pp |
| Annual return | -6.42% | -1.55%-4.9pp | 1.83%-8.2pp | 7.63%-14.1pp |
| Employer contribution / active EE | $1,015 | $1,832-44.6% | $4,157-75.6% | $2,381-57.4% |
| Participant deferral / active EE | $2,203 | $3,448-36.1% | $5,277-58.3% | $3,470-36.5% |
| Admin fee / account holder | $1,513 | $4,174-63.7% | $9,110-83.4% | $4,887-69.0% |