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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 | $82,690 | $46,697+77.1% | $117,529-29.6% | $68,490+20.7% |
| Participation rate | 61.7% | 56.8%+4.9pp | 70.6%-8.9pp | 67.9%-6.2pp |
| Annual return | -10.91% | -14.52%+3.6pp | 29.77%-40.7pp | -7.85%-3.1pp |
| Employer contribution / active EE | $1,914 | $1,506+27.1% | $4,179-54.2% | $2,597-26.3% |
| Participant deferral / active EE | $2,432 | $2,637-7.8% | $4,072-40.3% | $4,028-39.6% |
| Admin fee / account holder | $3,593 | $4,023-10.7% | $5,645-36.4% | $5,403-33.5% |