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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 | $48,196 | $73,009-34.0% | $90,760-46.9% | $68,486-29.6% |
| Participation rate | 67.3% | 70.8%-3.6pp | 75.7%-8.4pp | 67.9%-0.6pp |
| Annual return | -12.86% | -13.81%+1.0pp | -12.16%-0.7pp | -7.85%-5.0pp |
| Employer contribution / active EE | $1,921 | $2,193-12.4% | $2,922-34.2% | $2,597-26.0% |
| Participant deferral / active EE | $3,798 | $3,626+4.7% | $4,565-16.8% | $4,028-5.7% |
| Admin fee / account holder | $15,377 | $5,896+160.8% | $8,444+82.1% | $5,404+184.6% |