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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 | $35,388 | $43,338-18.3% | $59,887-40.9% | $64,173-44.9% |
| Participation rate | 57.4% | 69.2%-11.8pp | 74.7%-17.3pp | 69.6%-12.2pp |
| Annual return | -0.59% | -1.55%+1.0pp | 3.46%-4.1pp | 7.63%-8.2pp |
| Employer contribution / active EE | $1,003 | $2,030-50.6% | $2,722-63.2% | $2,381-57.9% |
| Participant deferral / active EE | $1,692 | $2,547-33.6% | $3,402-50.3% | $3,470-51.2% |
| Admin fee / account holder | $13,077 | $3,007+334.8% | $3,591+264.1% | $4,887+167.6% |