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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 | $18,665 | $59,813-68.8% | $79,580-76.5% | $68,486-72.7% |
| Participation rate | 46.2% | 61.1%-14.9pp | 69.5%-23.3pp | 67.9%-21.7pp |
| Annual return | -19.23% | -12.30%-6.9pp | 0.15%-19.4pp | -7.85%-11.4pp |
| Employer contribution / active EE | $1,885 | $1,505+25.3% | $2,413-21.9% | $2,597-27.4% |
| Participant deferral / active EE | $3,358 | $3,024+11.0% | $3,985-15.7% | $4,028-16.6% |
| Admin fee / account holder | $2,004 | $4,835-58.6% | $6,835-70.7% | $5,404-62.9% |