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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 | $66,143 | $64,719+2.2% | $112,249-41.1% | $68,486-3.4% |
| Participation rate | 21.6% | 67.2%-45.5pp | 75.1%-53.4pp | 67.9%-46.3pp |
| Annual return | -14.11% | -11.40%-2.7pp | 27.48%-41.6pp | -7.85%-6.3pp |
| Employer contribution / active EE | $825 | $2,747-70.0% | $3,636-77.3% | $2,597-68.2% |
| Participant deferral / active EE | $1,542 | $3,565-56.7% | $4,729-67.4% | $4,028-61.7% |
| Admin fee / account holder | $8,720 | $5,232+66.7% | $6,412+36.0% | $5,404+61.4% |