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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 | $59,400 | $65,704-9.6% | $94,229-37.0% | $59,633-0.4% |
| Participation rate | 68.9% | 72.1%-3.2pp | 78.8%-9.9pp | 68.7%+0.2pp |
| Annual return | -0.75% | 5.22%-6.0pp | 10.68%-11.4pp | 2041.45%-2042.2pp |
| Employer contribution / active EE | $2,295 | $2,021+13.6% | $3,587-36.0% | $2,203+4.2% |
| Participant deferral / active EE | $4,021 | $3,143+27.9% | $4,320-6.9% | $3,192+26.0% |
| Admin fee / account holder | $2,396 | $4,265-43.8% | $6,269-61.8% | $4,297-44.2% |