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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 | $41,463 | $65,437-36.6% | $86,698-52.2% | $66,949-38.1% |
| Participation rate | 52.5% | 75.5%-23.0pp | 76.6%-24.1pp | 69.8%-17.3pp |
| Annual return | -15.33% | -10.91%-4.4pp | 35.96%-51.3pp | 1.57%-16.9pp |
| Employer contribution / active EE | $1,276 | $2,154-40.7% | $2,837-55.0% | $2,545-49.9% |
| Participant deferral / active EE | $2,518 | $4,102-38.6% | $4,656-45.9% | $4,239-40.6% |
| Admin fee / account holder | $2,751 | $642+328.6% | $7,492-63.3% | $594+363.4% |