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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 | $30,926 | $25,979+19.0% | $71,755-56.9% | $68,486-54.8% |
| Participation rate | 63.5% | 54.5%+9.0pp | 62.3%+1.2pp | 67.9%-4.4pp |
| Annual return | -12.72% | -15.10%+2.4pp | 9.09%-21.8pp | -7.85%-4.9pp |
| Employer contribution / active EE | $440 | $900-51.2% | $1,704-74.2% | $2,597-83.1% |
| Participant deferral / active EE | $1,931 | $1,522+26.9% | $2,656-27.3% | $4,028-52.1% |
| Admin fee / account holder | $6,575 | $2,022+225.2% | $3,972+65.5% | $5,404+21.7% |