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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 | $49,528 | $62,589-20.9% | $76,768-35.5% | $64,173-22.8% |
| Participation rate | 69.2% | 72.8%-3.6pp | 77.0%-7.7pp | 69.6%-0.3pp |
| Annual return | -4.28% | -1.95%-2.3pp | 2.43%-6.7pp | 7.63%-11.9pp |
| Employer contribution / active EE | $2,149 | $1,832+17.3% | $2,485-13.5% | $2,381-9.7% |
| Participant deferral / active EE | $6,869 | $3,145+118.4% | $3,852+78.3% | $3,470+98.0% |
| Admin fee / account holder | $19,572 | $4,667+319.3% | $6,675+193.2% | $4,887+300.5% |