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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 | $39,361 | $71,878-45.2% | $86,698-54.6% | $68,486-42.5% |
| Participation rate | 56.7% | 72.2%-15.6pp | 76.6%-19.9pp | 67.9%-11.2pp |
| Annual return | -14.03% | 3.53%-17.6pp | 35.95%-50.0pp | -7.85%-6.2pp |
| Employer contribution / active EE | $1,809 | $2,173-16.8% | $2,837-36.2% | $2,597-30.3% |
| Participant deferral / active EE | $2,808 | $3,779-25.7% | $4,656-39.7% | $4,028-30.3% |
| Admin fee / account holder | $11,995 | $6,113+96.2% | $7,493+60.1% | $5,404+122.0% |