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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 | $39,260 | $81,870-52.0% | $119,622-67.2% | $68,486-42.7% |
| Participation rate | 65.5% | 71.9%-6.4pp | 79.3%-13.7pp | 67.9%-2.4pp |
| Annual return | -16.13% | -23.82%+7.7pp | -14.98%-1.1pp | -7.85%-8.3pp |
| Employer contribution / active EE | $2,310 | $2,692-14.2% | $4,232-45.4% | $2,597-11.0% |
| Participant deferral / active EE | $5,208 | $4,148+25.6% | $5,601-7.0% | $4,028+29.3% |
| Admin fee / account holder | $19,401 | $6,583+194.7% | $10,328+87.9% | $5,404+259.0% |