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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 | $47,138 | $83,427-43.5% | $115,756-59.3% | $68,490-31.2% |
| Participation rate | 51.4% | 71.9%-20.5pp | 77.1%-25.7pp | 67.9%-16.5pp |
| Annual return | -18.17% | -10.95%-7.2pp | 143.14%-161.3pp | -7.85%-10.3pp |
| Employer contribution / active EE | $1,682 | $3,075-45.3% | $3,793-55.7% | $2,597-35.2% |
| Participant deferral / active EE | $3,690 | $5,355-31.1% | $6,254-41.0% | $4,028-8.4% |
| Admin fee / account holder | $6,285 | $5,708+10.1% | $8,124-22.6% | $5,403+16.3% |