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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 | $63,286 | $46,697+35.5% | $117,533-46.2% | $68,486-7.6% |
| Participation rate | 64.2% | 56.8%+7.4pp | 70.6%-6.5pp | 67.9%-3.7pp |
| Annual return | -17.27% | -14.52%-2.8pp | 29.77%-47.0pp | -7.85%-9.4pp |
| Employer contribution / active EE | $1,679 | $1,506+11.5% | $4,179-59.8% | $2,597-35.3% |
| Participant deferral / active EE | $3,046 | $2,637+15.5% | $4,072-25.2% | $4,028-24.4% |
| Admin fee / account holder | $30,062 | $4,023+647.3% | $5,647+432.4% | $5,404+456.3% |