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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 | $42,209 | $67,411-37.4% | $91,004-53.6% | $70,126-39.8% |
| Participation rate | 64.3% | 71.4%-7.1pp | 75.6%-11.3pp | 69.5%-5.3pp |
| Annual return | 14.13% | -40.16%+54.3pp | 4.60%+9.5pp | 73.15%-59.0pp |
| Employer contribution / active EE | $1,656 | $1,786-7.3% | $2,456-32.6% | $2,343-29.3% |
| Participant deferral / active EE | $2,892 | $2,823+2.5% | $3,548-18.5% | $3,332-13.2% |
| Admin fee / account holder | $1,970 | $4,236-53.5% | $5,417-63.6% | $4,645-57.6% |