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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 | $18,974 | $59,813-68.3% | $79,580-76.2% | $68,486-72.3% |
| Participation rate | 64.3% | 61.1%+3.2pp | 69.5%-5.2pp | 67.9%-3.6pp |
| Annual return | -15.47% | -12.30%-3.2pp | 0.15%-15.6pp | -7.85%-7.6pp |
| Employer contribution / active EE | $2,048 | $1,505+36.1% | $2,413-15.1% | $2,597-21.1% |
| Participant deferral / active EE | $3,635 | $3,024+20.2% | $3,985-8.8% | $4,028-9.8% |
| Admin fee / account holder | $10,875 | $4,835+124.9% | $6,835+59.1% | $5,404+101.3% |