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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 | $27,731 | $64,729-57.2% | $112,263-75.3% | $68,490-59.5% |
| Participation rate | 69.4% | 67.2%+2.2pp | 75.1%-5.7pp | 67.9%+1.5pp |
| Annual return | -14.75% | -11.40%-3.4pp | 27.49%-42.2pp | -7.85%-6.9pp |
| Employer contribution / active EE | $3,451 | $2,746+25.7% | $3,636-5.1% | $2,597+32.9% |
| Participant deferral / active EE | $2,245 | $3,566-37.0% | $4,729-52.5% | $4,028-44.3% |
| Admin fee / account holder | $8,209 | $5,222+57.2% | $6,410+28.1% | $5,403+51.9% |