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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 | $67,145 | $59,813+12.3% | $79,580-15.6% | $68,486-2.0% |
| Participation rate | 31.6% | 61.1%-29.5pp | 69.5%-37.9pp | 67.9%-36.3pp |
| Annual return | -14.01% | -12.30%-1.7pp | 0.15%-14.2pp | -7.85%-6.2pp |
| Employer contribution / active EE | $1,762 | $1,505+17.1% | $2,413-27.0% | $2,597-32.1% |
| Participant deferral / active EE | $2,622 | $3,024-13.3% | $3,985-34.2% | $4,028-34.9% |
| Admin fee / account holder | $1,499 | $4,835-69.0% | $6,835-78.1% | $5,404-72.3% |