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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 | $35,036 | $77,816-55.0% | $123,552-71.6% | $64,173-45.4% |
| Participation rate | 25.6% | 74.7%-49.2pp | 82.3%-56.7pp | 69.6%-44.0pp |
| Annual return | -5.50% | 12.49%-18.0pp | 119.20%-124.7pp | 7.63%-13.1pp |
| Employer contribution / active EE | $642 | $3,014-78.7% | $4,628-86.1% | $2,381-73.0% |
| Participant deferral / active EE | $2,655 | $5,240-49.3% | $6,426-58.7% | $3,470-23.5% |
| Admin fee / account holder | $5,045 | $5,519-8.6% | $9,285-45.7% | $4,887+3.2% |