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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 | $37,711 | $46,697-19.2% | $117,529-67.9% | $68,490-44.9% |
| Participation rate | 56.0% | 56.8%-0.8pp | 70.6%-14.6pp | 67.9%-11.9pp |
| Annual return | -18.07% | -14.52%-3.6pp | 29.77%-47.8pp | -7.85%-10.2pp |
| Employer contribution / active EE | $1,228 | $1,506-18.5% | $4,179-70.6% | $2,597-52.7% |
| Participant deferral / active EE | $2,755 | $2,637+4.5% | $4,072-32.3% | $4,028-31.6% |
| Admin fee / account holder | $3,636 | $4,023-9.6% | $5,645-35.6% | $5,403-32.7% |