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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 | $39,778 | $50,958-21.9% | $74,552-46.6% | $64,181-38.0% |
| Participation rate | 69.7% | 61.1%+8.6pp | 69.1%+0.6pp | 69.6%+0.1pp |
| Annual return | -2.94% | -1.86%-1.1pp | 32.53%-35.5pp | 7.63%-10.6pp |
| Employer contribution / active EE | $696 | $1,115-37.6% | $1,961-64.5% | $2,381-70.8% |
| Participant deferral / active EE | $2,102 | $2,301-8.7% | $3,108-32.4% | $3,470-39.4% |
| Admin fee / account holder | $12,080 | $4,223+186.1% | $5,060+138.7% | $4,887+147.2% |