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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 | $61,064 | $46,689+30.8% | $117,498-48.0% | $68,495-10.8% |
| Participation rate | 36.7% | 56.8%-20.1pp | 70.6%-33.9pp | 67.9%-31.2pp |
| Annual return | -18.26% | -14.52%-3.7pp | 29.75%-48.0pp | -7.84%-10.4pp |
| Employer contribution / active EE | $1,610 | $1,505+7.0% | $4,178-61.5% | $2,596-38.0% |
| Participant deferral / active EE | $2,635 | $2,637-0.1% | $4,071-35.3% | $4,028-34.6% |
| Admin fee / account holder | $4,257 | $4,021+5.9% | $5,646-24.6% | $5,403-21.2% |