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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 | $74,428 | $77,817-4.4% | $123,553-39.8% | $64,173+16.0% |
| Participation rate | 38.6% | 74.7%-36.1pp | 82.3%-43.7pp | 69.6%-30.9pp |
| Annual return | -7.23% | 12.49%-19.7pp | 119.21%-126.4pp | 7.63%-14.9pp |
| Employer contribution / active EE | $1,250 | $3,014-58.5% | $4,628-73.0% | $2,381-47.5% |
| Participant deferral / active EE | $2,608 | $5,240-50.2% | $6,426-59.4% | $3,470-24.8% |
| Admin fee / account holder | $2,892 | $5,519-47.6% | $9,284-68.9% | $4,887-40.8% |