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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 | $43,263 | $45,872-5.7% | $77,081-43.9% | $68,495-36.8% |
| Participation rate | 66.7% | 55.9%+10.7pp | 67.9%-1.2pp | 67.9%-1.2pp |
| Annual return | -18.85% | 1.73%-20.6pp | 42.33%-61.2pp | -7.84%-11.0pp |
| Employer contribution / active EE | $618 | $1,650-62.5% | $2,813-78.0% | $2,596-76.2% |
| Participant deferral / active EE | $3,348 | $2,963+13.0% | $4,428-24.4% | $4,028-16.9% |
| Admin fee / account holder | $609 | $3,041-80.0% | $5,427-88.8% | $5,403-88.7% |