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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 | $65,299 | $69,977-6.7% | $108,582-39.9% | $62,881+3.8% |
| Participation rate | 49.0% | 72.9%-23.9pp | 79.6%-30.6pp | 69.3%-20.3pp |
| Annual return | 5.44% | 10.73%-5.3pp | -51.70%+57.1pp | 20.14%-14.7pp |
| Employer contribution / active EE | $1,076 | $2,135-49.6% | $3,758-71.4% | $2,281-52.8% |
| Participant deferral / active EE | $1,554 | $3,165-50.9% | $4,311-64.0% | $3,203-51.5% |
| Admin fee / account holder | $2,703 | $5,076-46.7% | $7,645-64.6% | $4,296-37.1% |