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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 | $48,014 | $81,870-41.4% | $119,622-59.9% | $68,486-29.9% |
| Participation rate | 42.1% | 71.9%-29.8pp | 79.3%-37.2pp | 67.9%-25.8pp |
| Annual return | -16.45% | -23.82%+7.4pp | -14.98%-1.5pp | -7.85%-8.6pp |
| Employer contribution / active EE | $1,523 | $2,692-43.4% | $4,232-64.0% | $2,597-41.4% |
| Participant deferral / active EE | $2,402 | $4,148-42.1% | $5,601-57.1% | $4,028-40.4% |
| Admin fee / account holder | $11,992 | $6,583+82.2% | $10,328+16.1% | $5,404+121.9% |