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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 | $25,616 | $42,909-40.3% | $60,906-57.9% | $68,486-62.6% |
| Participation rate | 59.6% | 66.8%-7.2pp | 73.1%-13.5pp | 67.9%-8.3pp |
| Annual return | -10.84% | -13.99%+3.2pp | 16.94%-27.8pp | -7.85%-3.0pp |
| Employer contribution / active EE | $1,432 | $1,979-27.7% | $2,703-47.0% | $2,597-44.9% |
| Participant deferral / active EE | $1,505 | $2,866-47.5% | $3,814-60.5% | $4,028-62.6% |
| Admin fee / account holder | $4,997 | $3,104+61.0% | $3,227+54.9% | $5,404-7.5% |