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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 | $52,550 | $50,947+3.1% | $74,551-29.5% | $64,173-18.1% |
| Participation rate | 55.8% | 61.1%-5.2pp | 69.1%-13.3pp | 69.6%-13.8pp |
| Annual return | -4.53% | -1.85%-2.7pp | 32.53%-37.1pp | 7.63%-12.2pp |
| Employer contribution / active EE | $563 | $1,115-49.5% | $1,961-71.3% | $2,381-76.3% |
| Participant deferral / active EE | $2,805 | $2,302+21.9% | $3,108-9.7% | $3,470-19.2% |
| Admin fee / account holder | $4,418 | $4,221+4.7% | $5,059-12.7% | $4,887-9.6% |