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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 | $44,097 | $49,177-10.3% | $79,467-44.5% | $64,173-31.3% |
| Participation rate | 61.3% | 65.0%-3.7pp | 73.3%-12.0pp | 69.6%-8.2pp |
| Annual return | -0.71% | -1.16%+0.4pp | 718.30%-719.0pp | 7.63%-8.3pp |
| Employer contribution / active EE | $820 | $2,076-60.5% | $2,800-70.7% | $2,381-65.6% |
| Participant deferral / active EE | $1,083 | $2,821-61.6% | $3,704-70.8% | $3,470-68.8% |
| Admin fee / account holder | $3,359 | $3,839-12.5% | $5,104-34.2% | $4,887-31.3% |