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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 | $63,537 | $71,878-11.6% | $86,698-26.7% | $68,486-7.2% |
| Participation rate | 64.3% | 72.2%-8.0pp | 76.6%-12.3pp | 67.9%-3.6pp |
| Annual return | -14.92% | 3.53%-18.4pp | 35.95%-50.9pp | -7.85%-7.1pp |
| Employer contribution / active EE | $2,147 | $2,173-1.2% | $2,837-24.3% | $2,597-17.3% |
| Participant deferral / active EE | $5,382 | $3,779+42.4% | $4,656+15.6% | $4,028+33.6% |
| Admin fee / account holder | $400 | $6,113-93.4% | $7,493-94.7% | $5,404-92.6% |