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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 | $86,213 | $64,719+33.2% | $112,249-23.2% | $68,486+25.9% |
| Participation rate | 65.4% | 67.2%-1.8pp | 75.1%-9.7pp | 67.9%-2.5pp |
| Annual return | -17.85% | -11.40%-6.4pp | 27.48%-45.3pp | -7.85%-10.0pp |
| Employer contribution / active EE | $1,548 | $2,747-43.6% | $3,636-57.4% | $2,597-40.4% |
| Participant deferral / active EE | $4,701 | $3,565+31.9% | $4,729-0.6% | $4,028+16.7% |
| Admin fee / account holder | $2,710 | $5,232-48.2% | $6,412-57.7% | $5,404-49.8% |