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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 | $43,026 | $54,353-20.8% | $82,726-48.0% | $68,498-37.2% |
| Participation rate | 65.8% | 63.9%+1.9pp | 72.6%-6.8pp | 67.9%-2.1pp |
| Annual return | -5.94% | -13.67%+7.7pp | 701.33%-707.3pp | -7.84%+1.9pp |
| Employer contribution / active EE | $1,959 | $2,218-11.7% | $3,009-34.9% | $2,596-24.6% |
| Participant deferral / active EE | $3,798 | $3,246+17.0% | $4,394-13.6% | $4,027-5.7% |
| Admin fee / account holder | $14,985 | $4,396+240.9% | $5,328+181.3% | $5,403+177.4% |