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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 | $75,340 | $42,917+75.5% | $60,899+23.7% | $68,495+10.0% |
| Participation rate | 47.9% | 66.8%-18.9pp | 73.1%-25.2pp | 67.9%-20.0pp |
| Annual return | -16.08% | -13.99%-2.1pp | 16.92%-33.0pp | -7.84%-8.2pp |
| Employer contribution / active EE | $963 | $1,979-51.3% | $2,702-64.4% | $2,596-62.9% |
| Participant deferral / active EE | $4,030 | $2,867+40.6% | $3,817+5.6% | $4,028+0.1% |
| Admin fee / account holder | $7,010 | $3,102+126.0% | $3,225+117.4% | $5,403+29.7% |