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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 | $56,801 | $81,870-30.6% | $119,608-52.5% | $68,495-17.1% |
| Participation rate | 42.9% | 71.9%-29.0pp | 79.3%-36.4pp | 67.9%-25.0pp |
| Annual return | -10.78% | -23.82%+13.0pp | -14.98%+4.2pp | -7.84%-2.9pp |
| Employer contribution / active EE | $2,153 | $2,692-20.0% | $4,232-49.1% | $2,596-17.1% |
| Participant deferral / active EE | $4,327 | $4,148+4.3% | $5,601-22.8% | $4,028+7.4% |
| Admin fee / account holder | $6,130 | $6,583-6.9% | $10,326-40.6% | $5,403+13.5% |