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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 | $38,879 | $42,909-9.4% | $60,906-36.2% | $68,486-43.2% |
| Participation rate | 51.5% | 66.8%-15.3pp | 73.1%-21.6pp | 67.9%-16.4pp |
| Annual return | -3.28% | -13.99%+10.7pp | 16.94%-20.2pp | -7.85%+4.6pp |
| Employer contribution / active EE | $775 | $1,979-60.9% | $2,703-71.3% | $2,597-70.2% |
| Participant deferral / active EE | $1,463 | $2,866-49.0% | $3,814-61.6% | $4,028-63.7% |
| Admin fee / account holder | $1,830 | $3,104-41.0% | $3,227-43.3% | $5,404-66.1% |