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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 | $55,096 | $52,678+4.6% | $75,784-27.3% | $59,633-7.6% |
| Participation rate | 57.1% | 67.2%-10.1pp | 75.8%-18.7pp | 68.7%-11.5pp |
| Annual return | -2.24% | 2.95%-5.2pp | 9.68%-11.9pp | 2041.45%-2043.7pp |
| Employer contribution / active EE | $1,434 | $2,193-34.6% | $3,323-56.9% | $2,203-34.9% |
| Participant deferral / active EE | $3,585 | $2,591+38.4% | $3,652-1.8% | $3,192+12.3% |
| Admin fee / account holder | $2,324 | $3,610-35.6% | $5,300-56.1% | $4,297-45.9% |