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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 | $31,869 | $42,910-25.7% | $60,919-47.7% | $68,490-53.5% |
| Participation rate | 69.0% | 66.8%+2.2pp | 73.1%-4.1pp | 67.9%+1.1pp |
| Annual return | -15.63% | -13.99%-1.6pp | 16.96%-32.6pp | -7.85%-7.8pp |
| Employer contribution / active EE | $1,458 | $1,978-26.3% | $2,704-46.1% | $2,597-43.9% |
| Participant deferral / active EE | $3,416 | $2,866+19.2% | $3,814-10.4% | $4,028-15.2% |
| Admin fee / account holder | $2,007 | $3,104-35.4% | $3,228-37.8% | $5,403-62.9% |