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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 | $72,774 | $42,910+69.6% | $60,919+19.5% | $68,490+6.3% |
| Participation rate | 62.2% | 66.8%-4.5pp | 73.1%-10.9pp | 67.9%-5.7pp |
| Annual return | -17.55% | -13.99%-3.6pp | 16.96%-34.5pp | -7.85%-9.7pp |
| Employer contribution / active EE | $979 | $1,978-50.5% | $2,704-63.8% | $2,597-62.3% |
| Participant deferral / active EE | $2,793 | $2,866-2.5% | $3,814-26.8% | $4,028-30.7% |
| Admin fee / account holder | $1,550 | $3,104-50.1% | $3,228-52.0% | $5,403-71.3% |