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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 | $32,253 | $46,697-30.9% | $117,533-72.6% | $68,486-52.9% |
| Participation rate | 55.2% | 56.8%-1.6pp | 70.6%-15.4pp | 67.9%-12.7pp |
| Annual return | -14.46% | -14.52%+0.1pp | 29.77%-44.2pp | -7.85%-6.6pp |
| Employer contribution / active EE | $1,629 | $1,506+8.2% | $4,179-61.0% | $2,597-37.3% |
| Participant deferral / active EE | $3,623 | $2,637+37.4% | $4,072-11.0% | $4,028-10.0% |
| Admin fee / account holder | $5,164 | $4,023+28.4% | $5,647-8.5% | $5,404-4.4% |