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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 | $33,698 | $59,813-43.7% | $79,580-57.7% | $68,486-50.8% |
| Participation rate | 55.3% | 61.1%-5.8pp | 69.5%-14.2pp | 67.9%-12.6pp |
| Annual return | -18.60% | -12.30%-6.3pp | 0.15%-18.8pp | -7.85%-10.7pp |
| Employer contribution / active EE | $1,073 | $1,505-28.7% | $2,413-55.5% | $2,597-58.7% |
| Participant deferral / active EE | $1,884 | $3,024-37.7% | $3,985-52.7% | $4,028-53.2% |
| Admin fee / account holder | $7,124 | $4,835+47.3% | $6,835+4.2% | $5,404+31.8% |