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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 | $50,327 | $42,910+17.3% | $60,919-17.4% | $68,490-26.5% |
| Participation rate | 54.3% | 66.8%-12.4pp | 73.1%-18.8pp | 67.9%-13.5pp |
| Annual return | -17.21% | -13.99%-3.2pp | 16.96%-34.2pp | -7.85%-9.4pp |
| Employer contribution / active EE | $817 | $1,978-58.7% | $2,704-69.8% | $2,597-68.5% |
| Participant deferral / active EE | $2,906 | $2,866+1.4% | $3,814-23.8% | $4,028-27.8% |
| Admin fee / account holder | $517 | $3,104-83.4% | $3,228-84.0% | $5,403-90.4% |