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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 | $44,473 | $73,863-39.8% | $143,797-69.1% | $68,490-35.1% |
| Participation rate | 69.0% | 66.7%+2.3pp | 80.3%-11.4pp | 67.9%+1.1pp |
| Annual return | -17.03% | 0.91%-17.9pp | -0.04%-17.0pp | -7.85%-9.2pp |
| Employer contribution / active EE | $1,518 | $3,185-52.3% | $4,952-69.4% | $2,597-41.6% |
| Participant deferral / active EE | $3,864 | $3,385+14.2% | $5,638-31.5% | $4,028-4.1% |
| Admin fee / account holder | $1,411 | $5,756-75.5% | $14,679-90.4% | $5,403-73.9% |