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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 | $38,816 | $81,870-52.6% | $119,622-67.6% | $68,486-43.3% |
| Participation rate | 64.1% | 71.9%-7.8pp | 79.3%-15.2pp | 67.9%-3.8pp |
| Annual return | -14.73% | -23.82%+9.1pp | -14.98%+0.3pp | -7.85%-6.9pp |
| Employer contribution / active EE | $1,043 | $2,692-61.3% | $4,232-75.4% | $2,597-59.8% |
| Participant deferral / active EE | $2,921 | $4,148-29.6% | $5,601-47.8% | $4,028-27.5% |
| Admin fee / account holder | $1,444 | $6,583-78.1% | $10,328-86.0% | $5,404-73.3% |