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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 | $61,677 | $77,816-20.7% | $123,552-50.1% | $64,173-3.9% |
| Participation rate | 55.6% | 74.7%-19.2pp | 82.3%-26.7pp | 69.6%-14.0pp |
| Annual return | -4.32% | 12.49%-16.8pp | 119.20%-123.5pp | 7.63%-12.0pp |
| Employer contribution / active EE | $1,849 | $3,014-38.6% | $4,628-60.0% | $2,381-22.3% |
| Participant deferral / active EE | $3,680 | $5,240-29.8% | $6,426-42.7% | $3,470+6.1% |
| Admin fee / account holder | $5,164 | $5,519-6.4% | $9,285-44.4% | $4,887+5.7% |