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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 | $52,332 | $71,872-27.2% | $86,691-39.6% | $68,495-23.6% |
| Participation rate | 48.6% | 72.2%-23.6pp | 76.6%-27.9pp | 67.9%-19.2pp |
| Annual return | -17.38% | 3.53%-20.9pp | 35.94%-53.3pp | -7.84%-9.5pp |
| Employer contribution / active EE | $2,261 | $2,173+4.1% | $2,837-20.3% | $2,596-12.9% |
| Participant deferral / active EE | $4,012 | $3,779+6.2% | $4,656-13.8% | $4,028-0.4% |
| Admin fee / account holder | $3,389 | $6,112-44.5% | $7,492-54.8% | $5,403-37.3% |