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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 | $87,441 | $71,873+21.7% | $86,698+0.9% | $68,490+27.7% |
| Participation rate | 50.5% | 72.2%-21.7pp | 76.6%-26.1pp | 67.9%-17.4pp |
| Annual return | -17.69% | 3.54%-21.2pp | 35.96%-53.7pp | -7.85%-9.8pp |
| Employer contribution / active EE | $1,148 | $2,173-47.2% | $2,837-59.5% | $2,597-55.8% |
| Participant deferral / active EE | $2,147 | $3,779-43.2% | $4,656-53.9% | $4,028-46.7% |
| Admin fee / account holder | $2,081 | $6,110-65.9% | $7,492-72.2% | $5,403-61.5% |