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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 | $33,542 | $48,267-30.5% | $68,808-51.3% | $68,486-51.0% |
| Participation rate | 55.9% | 60.7%-4.8pp | 69.0%-13.1pp | 67.9%-12.0pp |
| Annual return | -3.54% | -12.70%+9.2pp | -6.37%+2.8pp | -7.85%+4.3pp |
| Employer contribution / active EE | $1,226 | $1,829-32.9% | $2,656-53.8% | $2,597-52.8% |
| Participant deferral / active EE | $3,387 | $2,867+18.2% | $3,942-14.1% | $4,028-15.9% |
| Admin fee / account holder | $1,755 | $4,362-59.8% | $4,936-64.5% | $5,404-67.5% |