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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 | $42,752 | $56,484-24.3% | $169,452-74.8% | $64,173-33.4% |
| Participation rate | 50.0% | 64.5%-14.5pp | 77.8%-27.8pp | 69.6%-19.6pp |
| Annual return | -6.43% | -1.55%-4.9pp | 1.83%-8.3pp | 7.63%-14.1pp |
| Employer contribution / active EE | $1,944 | $1,832+6.1% | $4,157-53.2% | $2,381-18.3% |
| Participant deferral / active EE | $5,536 | $3,448+60.6% | $5,277+4.9% | $3,470+59.5% |
| Admin fee / account holder | $1,495 | $4,174-64.2% | $9,110-83.6% | $4,887-69.4% |