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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 | $41,626 | $102,661-59.5% | $151,628-72.5% | $66,930-37.8% |
| Participation rate | 63.7% | 85.5%-21.8pp | 87.5%-23.8pp | 69.8%-6.1pp |
| Annual return | -12.20% | -10.81%-1.4pp | 3.34%-15.5pp | 1.57%-13.8pp |
| Employer contribution / active EE | $3,326 | $4,184-20.5% | $6,165-46.0% | $2,545+30.7% |
| Participant deferral / active EE | $6,568 | $6,645-1.2% | $8,363-21.5% | $4,238+55.0% |
| Admin fee / account holder | $7,462 | $630+1083.5% | $11,613-35.7% | $593+1157.5% |