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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 | $67,251 | $42,917+56.7% | $60,899+10.4% | $68,495-1.8% |
| Participation rate | 56.9% | 66.8%-9.9pp | 73.1%-16.2pp | 67.9%-11.0pp |
| Annual return | -10.66% | -13.99%+3.3pp | 16.92%-27.6pp | -7.84%-2.8pp |
| Employer contribution / active EE | $1,244 | $1,979-37.1% | $2,702-54.0% | $2,596-52.1% |
| Participant deferral / active EE | $1,606 | $2,867-44.0% | $3,817-57.9% | $4,028-60.1% |
| Admin fee / account holder | $7,273 | $3,102+134.4% | $3,225+125.5% | $5,403+34.6% |