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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 | $29,668 | $42,917-30.9% | $60,899-51.3% | $68,495-56.7% |
| Participation rate | 52.2% | 66.8%-14.6pp | 73.1%-20.9pp | 67.9%-15.7pp |
| Annual return | -14.58% | -13.99%-0.6pp | 16.92%-31.5pp | -7.84%-6.7pp |
| Employer contribution / active EE | $1,416 | $1,979-28.5% | $2,702-47.6% | $2,596-45.5% |
| Participant deferral / active EE | $2,584 | $2,867-9.8% | $3,817-32.3% | $4,028-35.8% |
| Admin fee / account holder | $3,962 | $3,102+27.7% | $3,225+22.8% | $5,403-26.7% |