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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 | $32,646 | $73,848-55.8% | $143,799-77.3% | $68,486-52.3% |
| Participation rate | 67.4% | 66.7%+0.8pp | 80.3%-12.9pp | 67.9%-0.5pp |
| Annual return | -13.77% | 0.91%-14.7pp | -0.04%-13.7pp | -7.85%-5.9pp |
| Employer contribution / active EE | $1,881 | $3,184-40.9% | $4,952-62.0% | $2,597-27.6% |
| Participant deferral / active EE | $940 | $3,385-72.2% | $5,638-83.3% | $4,028-76.7% |
| Admin fee / account holder | $3,490 | $5,755-39.4% | $14,677-76.2% | $5,404-35.4% |