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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 | $79,892 | $59,834+33.5% | $79,576+0.4% | $68,495+16.6% |
| Participation rate | 53.4% | 61.1%-7.6pp | 69.5%-16.0pp | 67.9%-14.4pp |
| Annual return | -13.98% | -12.30%-1.7pp | 0.15%-14.1pp | -7.84%-6.1pp |
| Employer contribution / active EE | $730 | $1,505-51.5% | $2,413-69.8% | $2,596-71.9% |
| Participant deferral / active EE | $2,197 | $3,024-27.4% | $3,985-44.9% | $4,028-45.5% |
| Admin fee / account holder | $5,562 | $4,835+15.0% | $6,834-18.6% | $5,403+2.9% |