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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 | $76,879 | $71,878+7.0% | $86,698-11.3% | $68,486+12.3% |
| Participation rate | 69.7% | 72.2%-2.6pp | 76.6%-6.9pp | 67.9%+1.8pp |
| Annual return | -15.21% | 3.53%-18.7pp | 35.95%-51.2pp | -7.85%-7.4pp |
| Employer contribution / active EE | $1,710 | $2,173-21.3% | $2,837-39.7% | $2,597-34.2% |
| Participant deferral / active EE | $3,533 | $3,779-6.5% | $4,656-24.1% | $4,028-12.3% |
| Admin fee / account holder | $13,397 | $6,113+119.2% | $7,493+78.8% | $5,404+147.9% |