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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 | $40,438 | $59,819-32.4% | $79,583-49.2% | $68,490-41.0% |
| Participation rate | 59.0% | 61.1%-2.1pp | 69.5%-10.5pp | 67.9%-8.9pp |
| Annual return | -16.57% | -12.30%-4.3pp | 0.16%-16.7pp | -7.85%-8.7pp |
| Employer contribution / active EE | $1,950 | $1,505+29.6% | $2,414-19.2% | $2,597-24.9% |
| Participant deferral / active EE | $3,808 | $3,025+25.9% | $3,986-4.5% | $4,028-5.4% |
| Admin fee / account holder | $1,816 | $4,835-62.4% | $6,835-73.4% | $5,403-66.4% |