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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 | $66,866 | $64,719+3.3% | $112,249-40.4% | $68,486-2.4% |
| Participation rate | 57.9% | 67.2%-9.3pp | 75.1%-17.2pp | 67.9%-10.0pp |
| Annual return | -17.52% | -11.40%-6.1pp | 27.48%-45.0pp | -7.85%-9.7pp |
| Employer contribution / active EE | $2,072 | $2,747-24.5% | $3,636-43.0% | $2,597-20.2% |
| Participant deferral / active EE | $5,118 | $3,565+43.6% | $4,729+8.2% | $4,028+27.1% |
| Admin fee / account holder | $2,713 | $5,232-48.2% | $6,412-57.7% | $5,404-49.8% |