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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 | $46,305 | $63,471-27.0% | $68,808-32.7% | $66,938-30.8% |
| Participation rate | 45.3% | 60.0%-14.7pp | 69.0%-23.7pp | 69.8%-24.5pp |
| Annual return | -10.40% | -8.29%-2.1pp | -6.37%-4.0pp | 1.58%-12.0pp |
| Employer contribution / active EE | $1,278 | $1,776-28.1% | $2,656-51.9% | $2,545-49.8% |
| Participant deferral / active EE | $4,160 | $2,946+41.2% | $3,942+5.5% | $4,238-1.8% |
| Admin fee / account holder | $2,967 | $578+413.4% | $4,936-39.9% | $594+399.9% |