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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 | $70,744 | $46,697+51.5% | $117,533-39.8% | $68,486+3.3% |
| Participation rate | 33.3% | 56.8%-23.4pp | 70.6%-37.3pp | 67.9%-34.6pp |
| Annual return | -15.79% | -14.52%-1.3pp | 29.77%-45.6pp | -7.85%-7.9pp |
| Employer contribution / active EE | $2,210 | $1,506+46.8% | $4,179-47.1% | $2,597-14.9% |
| Participant deferral / active EE | $2,537 | $2,637-3.8% | $4,072-37.7% | $4,028-37.0% |
| Admin fee / account holder | $5,163 | $4,023+28.3% | $5,647-8.6% | $5,404-4.5% |