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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 | $43,534 | $64,719-32.7% | $112,249-61.2% | $68,486-36.4% |
| Participation rate | 69.2% | 67.2%+2.1pp | 75.1%-5.8pp | 67.9%+1.3pp |
| Annual return | -15.72% | -11.40%-4.3pp | 27.48%-43.2pp | -7.85%-7.9pp |
| Employer contribution / active EE | $1,185 | $2,747-56.9% | $3,636-67.4% | $2,597-54.4% |
| Participant deferral / active EE | $5,923 | $3,565+66.1% | $4,729+25.2% | $4,028+47.1% |
| Admin fee / account holder | $1,642 | $5,232-68.6% | $6,412-74.4% | $5,404-69.6% |