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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 | $83,325 | $64,716+28.8% | $112,258-25.8% | $68,495+21.7% |
| Participation rate | 66.7% | 67.2%-0.5pp | 75.1%-8.4pp | 67.9%-1.2pp |
| Annual return | -18.38% | -11.40%-7.0pp | 27.47%-45.9pp | -7.84%-10.5pp |
| Employer contribution / active EE | $2,663 | $2,746-3.0% | $3,636-26.8% | $2,596+2.6% |
| Participant deferral / active EE | $5,604 | $3,565+57.2% | $4,728+18.5% | $4,028+39.1% |
| Admin fee / account holder | $4,405 | $5,232-15.8% | $6,411-31.3% | $5,403-18.5% |