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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 | $27,395 | $46,697-41.3% | $117,533-76.7% | $68,486-60.0% |
| Participation rate | 55.8% | 56.8%-1.0pp | 70.6%-14.8pp | 67.9%-12.1pp |
| Annual return | -19.05% | -14.52%-4.5pp | 29.77%-48.8pp | -7.85%-11.2pp |
| Employer contribution / active EE | $1,834 | $1,506+21.8% | $4,179-56.1% | $2,597-29.4% |
| Participant deferral / active EE | $3,988 | $2,637+51.2% | $4,072-2.1% | $4,028-1.0% |
| Admin fee / account holder | $897 | $4,023-77.7% | $5,647-84.1% | $5,404-83.4% |