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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 | $59,838 | $53,546+11.8% | $69,884-14.4% | $68,486-12.6% |
| Participation rate | 58.8% | 64.5%-5.7pp | 70.5%-11.7pp | 67.9%-9.1pp |
| Annual return | -17.76% | -13.87%-3.9pp | 190.81%-208.6pp | -7.85%-9.9pp |
| Employer contribution / active EE | $1,812 | $2,019-10.3% | $2,560-29.2% | $2,597-30.2% |
| Participant deferral / active EE | $3,666 | $2,957+24.0% | $3,848-4.7% | $4,028-9.0% |
| Admin fee / account holder | $12,095 | $4,693+157.8% | $6,266+93.0% | $5,404+123.8% |