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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 | $33,978 | $42,909-20.8% | $60,906-44.2% | $68,486-50.4% |
| Participation rate | 55.9% | 66.8%-10.9pp | 73.1%-17.2pp | 67.9%-12.0pp |
| Annual return | 18.28% | -13.99%+32.3pp | 16.94%+1.3pp | -7.85%+26.1pp |
| Employer contribution / active EE | $2,062 | $1,979+4.2% | $2,703-23.7% | $2,597-20.6% |
| Participant deferral / active EE | $3,938 | $2,866+37.4% | $3,814+3.3% | $4,028-2.2% |
| Admin fee / account holder | $605 | $3,104-80.5% | $3,227-81.3% | $5,404-88.8% |