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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 | $35,571 | $56,484-37.0% | $169,452-79.0% | $64,181-44.6% |
| Participation rate | 64.2% | 64.5%-0.4pp | 77.8%-13.6pp | 69.6%-5.4pp |
| Annual return | -4.72% | -1.55%-3.2pp | 1.83%-6.5pp | 7.63%-12.4pp |
| Employer contribution / active EE | $1,365 | $1,832-25.5% | $4,157-67.2% | $2,381-42.7% |
| Participant deferral / active EE | $3,410 | $3,448-1.1% | $5,277-35.4% | $3,470-1.7% |
| Admin fee / account holder | $10,131 | $4,174+142.7% | $9,110+11.2% | $4,887+107.3% |