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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 | $36,755 | $110,083-66.6% | $151,645-75.8% | $68,490-46.3% |
| Participation rate | 57.7% | 84.0%-26.3pp | 87.5%-29.8pp | 67.9%-10.2pp |
| Annual return | -17.08% | -10.12%-7.0pp | 3.34%-20.4pp | -7.85%-9.2pp |
| Employer contribution / active EE | $1,610 | $4,470-64.0% | $6,165-73.9% | $2,597-38.0% |
| Participant deferral / active EE | $5,489 | $6,526-15.9% | $8,363-34.4% | $4,028+36.3% |
| Admin fee / account holder | $4,509 | $7,718-41.6% | $11,614-61.2% | $5,403-16.5% |