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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 | $57,018 | $64,716-11.9% | $112,258-49.2% | $68,495-16.8% |
| Participation rate | 43.2% | 67.2%-24.0pp | 75.1%-31.9pp | 67.9%-24.7pp |
| Annual return | -16.67% | -11.40%-5.3pp | 27.47%-44.1pp | -7.84%-8.8pp |
| Employer contribution / active EE | $1,177 | $2,746-57.1% | $3,636-67.6% | $2,596-54.7% |
| Participant deferral / active EE | $3,326 | $3,565-6.7% | $4,728-29.7% | $4,028-17.4% |
| Admin fee / account holder | $3,513 | $5,232-32.9% | $6,411-45.2% | $5,403-35.0% |