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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 | $44,329 | $46,697-5.1% | $117,529-62.3% | $68,490-35.3% |
| Participation rate | 58.8% | 56.8%+2.0pp | 70.6%-11.8pp | 67.9%-9.1pp |
| Annual return | -14.19% | -14.52%+0.3pp | 29.77%-44.0pp | -7.85%-6.3pp |
| Employer contribution / active EE | $964 | $1,506-36.0% | $4,179-76.9% | $2,597-62.9% |
| Participant deferral / active EE | $2,097 | $2,637-20.5% | $4,072-48.5% | $4,028-47.9% |
| Admin fee / account holder | $17,895 | $4,023+344.9% | $5,645+217.0% | $5,403+231.2% |