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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 | $47,020 | $46,697+0.7% | $117,529-60.0% | $68,490-31.3% |
| Participation rate | 51.4% | 56.8%-5.4pp | 70.6%-19.2pp | 67.9%-16.5pp |
| Annual return | -11.24% | -14.52%+3.3pp | 29.77%-41.0pp | -7.85%-3.4pp |
| Employer contribution / active EE | $925 | $1,506-38.6% | $4,179-77.9% | $2,597-64.4% |
| Participant deferral / active EE | $2,777 | $2,637+5.3% | $4,072-31.8% | $4,028-31.1% |
| Admin fee / account holder | $2,058 | $4,023-48.8% | $5,645-63.5% | $5,403-61.9% |