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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 | $38,254 | $81,870-53.3% | $119,634-68.0% | $68,490-44.1% |
| Participation rate | 35.4% | 71.9%-36.5pp | 79.3%-43.9pp | 67.9%-32.5pp |
| Annual return | -17.32% | -23.82%+6.5pp | -14.98%-2.3pp | -7.85%-9.5pp |
| Employer contribution / active EE | $1,168 | $2,692-56.6% | $4,232-72.4% | $2,597-55.0% |
| Participant deferral / active EE | $2,534 | $4,148-38.9% | $5,601-54.8% | $4,028-37.1% |
| Admin fee / account holder | $6,964 | $6,583+5.8% | $10,329-32.6% | $5,403+28.9% |