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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 | $32,535 | $52,836-38.4% | $105,738-69.2% | $64,181-49.3% |
| Participation rate | 64.5% | 66.5%-2.0pp | 76.3%-11.8pp | 69.6%-5.1pp |
| Annual return | -4.17% | 14.30%-18.5pp | 6.27%-10.4pp | 7.63%-11.8pp |
| Employer contribution / active EE | $1,582 | $1,827-13.4% | $3,268-51.6% | $2,381-33.6% |
| Participant deferral / active EE | $2,367 | $2,545-7.0% | $4,080-42.0% | $3,470-31.8% |
| Admin fee / account holder | $7,166 | $3,959+81.0% | $6,913+3.7% | $4,887+46.6% |