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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 | $63,251 | $42,910+47.4% | $60,919+3.8% | $68,490-7.7% |
| Participation rate | 55.9% | 66.8%-10.9pp | 73.1%-17.2pp | 67.9%-12.0pp |
| Annual return | -15.13% | -13.99%-1.1pp | 16.96%-32.1pp | -7.85%-7.3pp |
| Employer contribution / active EE | $1,504 | $1,978-24.0% | $2,704-44.4% | $2,597-42.1% |
| Participant deferral / active EE | $3,509 | $2,866+22.4% | $3,814-8.0% | $4,028-12.9% |
| Admin fee / account holder | $7,296 | $3,104+135.0% | $3,228+126.0% | $5,403+35.0% |