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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 | $44,898 | $81,870-45.2% | $119,622-62.5% | $68,486-34.4% |
| Participation rate | 61.9% | 71.9%-10.0pp | 79.3%-17.4pp | 67.9%-6.0pp |
| Annual return | -17.83% | -23.82%+6.0pp | -14.98%-2.8pp | -7.85%-10.0pp |
| Employer contribution / active EE | $1,501 | $2,692-44.2% | $4,232-64.5% | $2,597-42.2% |
| Participant deferral / active EE | $2,406 | $4,148-42.0% | $5,601-57.0% | $4,028-40.2% |
| Admin fee / account holder | $14,030 | $6,583+113.1% | $10,328+35.8% | $5,404+159.6% |