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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 | $28,316 | $50,947-44.4% | $74,551-62.0% | $64,173-55.9% |
| Participation rate | 64.6% | 61.1%+3.6pp | 69.1%-4.5pp | 69.6%-5.0pp |
| Annual return | -3.61% | -1.85%-1.8pp | 32.53%-36.1pp | 7.63%-11.2pp |
| Employer contribution / active EE | $553 | $1,115-50.4% | $1,961-71.8% | $2,381-76.8% |
| Participant deferral / active EE | $1,849 | $2,302-19.7% | $3,108-40.5% | $3,470-46.7% |
| Admin fee / account holder | $3,033 | $4,221-28.1% | $5,059-40.0% | $4,887-37.9% |