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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 | $80,834 | $43,333+86.5% | $59,883+35.0% | $64,181+25.9% |
| Participation rate | 46.3% | 69.2%-22.8pp | 74.7%-28.4pp | 69.6%-23.2pp |
| Annual return | -0.64% | -1.55%+0.9pp | 3.46%-4.1pp | 7.63%-8.3pp |
| Employer contribution / active EE | $1,376 | $2,029-32.2% | $2,722-49.5% | $2,381-42.2% |
| Participant deferral / active EE | $2,562 | $2,547+0.6% | $3,402-24.7% | $3,470-26.2% |
| Admin fee / account holder | $4,809 | $3,006+60.0% | $3,591+33.9% | $4,887-1.6% |