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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 | $37,910 | $59,813-36.6% | $79,580-52.4% | $68,486-44.6% |
| Participation rate | 65.9% | 61.1%+4.8pp | 69.5%-3.6pp | 67.9%-2.0pp |
| Annual return | -19.13% | -12.30%-6.8pp | 0.15%-19.3pp | -7.85%-11.3pp |
| Employer contribution / active EE | $1,593 | $1,505+5.8% | $2,413-34.0% | $2,597-38.7% |
| Participant deferral / active EE | $3,445 | $3,024+13.9% | $3,985-13.6% | $4,028-14.5% |
| Admin fee / account holder | $1,252 | $4,835-74.1% | $6,835-81.7% | $5,404-76.8% |