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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 | $70,410 | $52,678+33.7% | $75,784-7.1% | $59,633+18.1% |
| Participation rate | 29.0% | 67.2%-38.2pp | 75.8%-46.8pp | 68.7%-39.6pp |
| Annual return | -1.89% | 2.95%-4.8pp | 9.68%-11.6pp | 2041.45%-2043.3pp |
| Employer contribution / active EE | $787 | $2,193-64.1% | $3,323-76.3% | $2,203-64.3% |
| Participant deferral / active EE | $1,713 | $2,591-33.9% | $3,652-53.1% | $3,192-46.3% |
| Admin fee / account holder | $2,691 | $3,610-25.4% | $5,300-49.2% | $4,297-37.4% |