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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 | $45,406 | $43,338+4.8% | $59,887-24.2% | $64,173-29.2% |
| Participation rate | 65.3% | 69.2%-3.9pp | 74.7%-9.4pp | 69.6%-4.3pp |
| Annual return | -3.90% | -1.55%-2.3pp | 3.46%-7.4pp | 7.63%-11.5pp |
| Employer contribution / active EE | $1,203 | $2,030-40.7% | $2,722-55.8% | $2,381-49.5% |
| Participant deferral / active EE | $4,421 | $2,547+73.6% | $3,402+30.0% | $3,470+27.4% |
| Admin fee / account holder | $8,697 | $3,007+189.2% | $3,591+142.2% | $4,887+78.0% |