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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 | $74,409 | $58,600+27.0% | $83,327-10.7% | $64,173+16.0% |
| Participation rate | 64.3% | 72.0%-7.8pp | 77.8%-13.5pp | 69.6%-5.3pp |
| Annual return | -6.62% | 9.66%-16.3pp | 10.64%-17.3pp | 7.63%-14.3pp |
| Employer contribution / active EE | $780 | $2,098-62.8% | $3,379-76.9% | $2,381-67.2% |
| Participant deferral / active EE | $4,449 | $4,656-4.4% | $5,565-20.1% | $3,470+28.2% |
| Admin fee / account holder | $1,749 | $9,282-81.2% | $7,540-76.8% | $4,887-64.2% |