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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 | $63,142 | $87,546-27.9% | $75,784-16.7% | $125,389-49.6% |
| Participation rate | 53.3% | 80.2%-26.8pp | 75.8%-22.5pp | 83.2%-29.9pp |
| Annual return | -3.70% | 13.49%-17.2pp | 9.68%-13.4pp | 282.24%-285.9pp |
| Employer contribution / active EE | $1,784 | $3,930-54.6% | $3,323-46.3% | $4,866-63.3% |
| Participant deferral / active EE | $4,428 | $4,230+4.7% | $3,652+21.3% | $5,352-17.3% |
| Admin fee / account holder | $3,397 | $6,503-47.8% | $5,300-35.9% | $9,541-64.4% |