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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 | $33,312 | $48,267-31.0% | $68,794-51.6% | $68,495-51.4% |
| Participation rate | 48.0% | 60.7%-12.7pp | 69.0%-21.0pp | 67.9%-19.9pp |
| Annual return | -15.81% | -12.70%-3.1pp | -6.37%-9.4pp | -7.84%-8.0pp |
| Employer contribution / active EE | $2,154 | $1,829+17.8% | $2,656-18.9% | $2,596-17.0% |
| Participant deferral / active EE | $3,450 | $2,867+20.4% | $3,941-12.5% | $4,028-14.3% |
| Admin fee / account holder | $3,717 | $4,362-14.8% | $4,934-24.7% | $5,403-31.2% |