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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 | $42,635 | $83,908-49.2% | $68,509-37.8% | $125,388-66.0% |
| Participation rate | 57.1% | 78.2%-21.0pp | 74.7%-17.6pp | 83.2%-26.0pp |
| Annual return | -2.55% | 14.48%-17.0pp | 8.27%-10.8pp | 282.24%-284.8pp |
| Employer contribution / active EE | $1,604 | $3,031-47.1% | $2,278-29.6% | $4,866-67.0% |
| Participant deferral / active EE | $2,244 | $4,125-45.6% | $3,382-33.7% | $5,352-58.1% |
| Admin fee / account holder | $3,779 | $8,982-57.9% | $5,275-28.3% | $9,541-60.4% |