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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 | $59,866 | $42,909+39.5% | $60,906-1.7% | $68,486-12.6% |
| Participation rate | 67.7% | 66.8%+1.0pp | 73.1%-5.4pp | 67.9%-0.2pp |
| Annual return | -13.78% | -13.99%+0.2pp | 16.94%-30.7pp | -7.85%-5.9pp |
| Employer contribution / active EE | $1,272 | $1,979-35.7% | $2,703-52.9% | $2,597-51.0% |
| Participant deferral / active EE | $2,393 | $2,866-16.5% | $3,814-37.3% | $4,028-40.6% |
| Admin fee / account holder | $2,844 | $3,104-8.4% | $3,227-11.9% | $5,404-47.4% |