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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 | $59,363 | $53,596+10.8% | $90,657-34.5% | $64,173-7.5% |
| Participation rate | 65.3% | 64.5%+0.8pp | 74.0%-8.7pp | 69.6%-4.3pp |
| Annual return | -7.24% | 4.41%-11.7pp | 1.89%-9.1pp | 7.63%-14.9pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,532-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,442 | $2,459+121.4% | $3,424+58.9% | $3,470+56.9% |
| Admin fee / account holder | $2,050 | $3,868-47.0% | $4,994-59.0% | $4,887-58.1% |