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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 | $40,286 | $46,697-13.7% | $117,529-65.7% | $68,490-41.2% |
| Participation rate | 62.0% | 56.8%+5.2pp | 70.6%-8.6pp | 67.9%-5.9pp |
| Annual return | -18.12% | -14.52%-3.6pp | 29.77%-47.9pp | -7.85%-10.3pp |
| Employer contribution / active EE | $1,722 | $1,506+14.4% | $4,179-58.8% | $2,597-33.7% |
| Participant deferral / active EE | $2,359 | $2,637-10.5% | $4,072-42.1% | $4,028-41.4% |
| Admin fee / account holder | $2,987 | $4,023-25.7% | $5,645-47.1% | $5,403-44.7% |