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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 | $32,326 | $46,697-30.8% | $117,529-72.5% | $68,490-52.8% |
| Participation rate | 51.6% | 56.8%-5.2pp | 70.6%-19.0pp | 67.9%-16.3pp |
| Annual return | -14.33% | -14.52%+0.2pp | 29.77%-44.1pp | -7.85%-6.5pp |
| Employer contribution / active EE | $944 | $1,506-37.3% | $4,179-77.4% | $2,597-63.7% |
| Participant deferral / active EE | $2,379 | $2,637-9.8% | $4,072-41.6% | $4,028-40.9% |
| Admin fee / account holder | $25,957 | $4,023+545.3% | $5,645+359.8% | $5,403+380.4% |