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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 | $38,298 | $42,910-10.7% | $60,919-37.1% | $68,490-44.1% |
| Participation rate | 54.1% | 66.8%-12.7pp | 73.1%-19.0pp | 67.9%-13.8pp |
| Annual return | -11.25% | -13.99%+2.7pp | 16.96%-28.2pp | -7.85%-3.4pp |
| Employer contribution / active EE | $948 | $1,978-52.1% | $2,704-64.9% | $2,597-63.5% |
| Participant deferral / active EE | $3,741 | $2,866+30.5% | $3,814-1.9% | $4,028-7.1% |
| Admin fee / account holder | $699 | $3,104-77.5% | $3,228-78.3% | $5,403-87.1% |