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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 | $59,531 | $48,264+23.3% | $68,790-13.5% | $68,498-13.1% |
| Participation rate | 46.0% | 60.7%-14.7pp | 69.0%-23.0pp | 67.9%-21.9pp |
| Annual return | -9.11% | -12.70%+3.6pp | -6.38%-2.7pp | -7.84%-1.3pp |
| Employer contribution / active EE | $1,387 | $1,829-24.1% | $2,655-47.8% | $2,596-46.6% |
| Participant deferral / active EE | $2,506 | $2,867-12.6% | $3,941-36.4% | $4,027-37.8% |
| Admin fee / account holder | $7,332 | $4,360+68.2% | $4,934+48.6% | $5,403+35.7% |