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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 | $56,153 | $42,910+30.9% | $60,919-7.8% | $68,490-18.0% |
| Participation rate | 30.5% | 66.8%-36.2pp | 73.1%-42.6pp | 67.9%-37.4pp |
| Annual return | -16.25% | -13.99%-2.3pp | 16.96%-33.2pp | -7.85%-8.4pp |
| Employer contribution / active EE | $522 | $1,978-73.6% | $2,704-80.7% | $2,597-79.9% |
| Participant deferral / active EE | $1,554 | $2,866-45.8% | $3,814-59.3% | $4,028-61.4% |
| Admin fee / account holder | $3,039 | $3,104-2.1% | $3,228-5.8% | $5,403-43.7% |