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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 | $46,299 | $59,813-22.6% | $79,580-41.8% | $68,486-32.4% |
| Participation rate | 59.3% | 61.1%-1.8pp | 69.5%-10.2pp | 67.9%-8.6pp |
| Annual return | -17.76% | -12.30%-5.5pp | 0.15%-17.9pp | -7.85%-9.9pp |
| Employer contribution / active EE | $1,830 | $1,505+21.6% | $2,413-24.2% | $2,597-29.5% |
| Participant deferral / active EE | $3,404 | $3,024+12.5% | $3,985-14.6% | $4,028-15.5% |
| Admin fee / account holder | $9,973 | $4,835+106.3% | $6,835+45.9% | $5,404+84.5% |