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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 | $73,414 | $46,697+57.2% | $117,529-37.5% | $68,490+7.2% |
| Participation rate | 50.0% | 56.8%-6.8pp | 70.6%-20.6pp | 67.9%-17.9pp |
| Annual return | -16.88% | -14.52%-2.4pp | 29.77%-46.6pp | -7.85%-9.0pp |
| Employer contribution / active EE | $1,624 | $1,506+7.9% | $4,179-61.1% | $2,597-37.4% |
| Participant deferral / active EE | $3,032 | $2,637+15.0% | $4,072-25.5% | $4,028-24.7% |
| Admin fee / account holder | $4,645 | $4,023+15.5% | $5,645-17.7% | $5,403-14.0% |