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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 | $35,006 | $43,730-19.9% | $121,220-71.1% | $64,173-45.5% |
| Participation rate | 69.0% | 58.3%+10.6pp | 71.8%-2.8pp | 69.6%-0.6pp |
| Annual return | -4.63% | 68.94%-73.6pp | 16.94%-21.6pp | 7.63%-12.3pp |
| Employer contribution / active EE | $1,450 | $1,297+11.8% | $4,023-64.0% | $2,381-39.1% |
| Participant deferral / active EE | $1,617 | $2,281-29.1% | $3,345-51.6% | $3,470-53.4% |
| Admin fee / account holder | $2,111 | $3,502-39.7% | $5,021-57.9% | $4,887-56.8% |