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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 | $36,306 | $71,878-49.5% | $86,698-58.1% | $68,486-47.0% |
| Participation rate | 51.6% | 72.2%-20.7pp | 76.6%-25.0pp | 67.9%-16.3pp |
| Annual return | -14.28% | 3.53%-17.8pp | 35.95%-50.2pp | -7.85%-6.4pp |
| Employer contribution / active EE | $1,419 | $2,173-34.7% | $2,837-50.0% | $2,597-45.4% |
| Participant deferral / active EE | $3,564 | $3,779-5.7% | $4,656-23.5% | $4,028-11.5% |
| Admin fee / account holder | $706 | $6,113-88.4% | $7,493-90.6% | $5,404-86.9% |