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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 | $60,160 | $56,484+6.5% | $169,452-64.5% | $64,181-6.3% |
| Participation rate | 60.3% | 64.5%-4.3pp | 77.8%-17.5pp | 69.6%-9.3pp |
| Annual return | -5.56% | -1.55%-4.0pp | 1.83%-7.4pp | 7.63%-13.2pp |
| Employer contribution / active EE | $2,629 | $1,832+43.5% | $4,157-36.8% | $2,381+10.4% |
| Participant deferral / active EE | $5,611 | $3,448+62.7% | $5,277+6.3% | $3,470+61.7% |
| Admin fee / account holder | $449 | $4,174-89.3% | $9,110-95.1% | $4,887-90.8% |