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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 | $63,094 | $64,176-1.7% | $112,249-43.8% | $66,938-5.7% |
| Participation rate | 53.3% | 68.4%-15.1pp | 75.1%-21.7pp | 69.8%-16.5pp |
| Annual return | -15.00% | -13.80%-1.2pp | 27.48%-42.5pp | 1.58%-16.6pp |
| Employer contribution / active EE | $2,085 | $3,007-30.7% | $3,636-42.7% | $2,545-18.1% |
| Participant deferral / active EE | $4,127 | $3,694+11.7% | $4,729-12.7% | $4,238-2.6% |
| Admin fee / account holder | $4,231 | $626+576.1% | $6,412-34.0% | $594+612.9% |