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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 | $73,214 | $62,586+17.0% | $76,766-4.6% | $64,181+14.1% |
| Participation rate | 68.2% | 72.8%-4.6pp | 77.0%-8.8pp | 69.6%-1.4pp |
| Annual return | -4.00% | -1.95%-2.1pp | 2.43%-6.4pp | 7.63%-11.6pp |
| Employer contribution / active EE | $836 | $1,832-54.3% | $2,485-66.3% | $2,381-64.9% |
| Participant deferral / active EE | $2,503 | $3,145-20.4% | $3,851-35.0% | $3,470-27.9% |
| Admin fee / account holder | $11,043 | $4,667+136.6% | $6,675+65.4% | $4,887+126.0% |