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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 | $46,926 | $64,716-27.5% | $112,258-58.2% | $68,495-31.5% |
| Participation rate | 54.2% | 67.2%-13.0pp | 75.1%-20.9pp | 67.9%-13.7pp |
| Annual return | -19.20% | -11.40%-7.8pp | 27.47%-46.7pp | -7.84%-11.4pp |
| Employer contribution / active EE | $1,757 | $2,746-36.0% | $3,636-51.7% | $2,596-32.3% |
| Participant deferral / active EE | $3,118 | $3,565-12.5% | $4,728-34.0% | $4,028-22.6% |
| Admin fee / account holder | $379 | $5,232-92.7% | $6,411-94.1% | $5,403-93.0% |