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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 | $66,157 | $81,870-19.2% | $119,634-44.7% | $68,490-3.4% |
| Participation rate | 64.3% | 71.9%-7.6pp | 79.3%-15.0pp | 67.9%-3.6pp |
| Annual return | -13.50% | -23.82%+10.3pp | -14.98%+1.5pp | -7.85%-5.6pp |
| Employer contribution / active EE | $1,565 | $2,692-41.8% | $4,232-63.0% | $2,597-39.7% |
| Participant deferral / active EE | $3,900 | $4,148-6.0% | $5,601-30.4% | $4,028-3.2% |
| Admin fee / account holder | $442 | $6,583-93.3% | $10,329-95.7% | $5,403-91.8% |