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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 | $54,310 | $53,162+2.2% | $91,227-40.5% | $68,490-20.7% |
| Participation rate | 68.4% | 63.2%+5.2pp | 73.2%-4.8pp | 67.9%+0.5pp |
| Annual return | -18.02% | -3.14%-14.9pp | 114.14%-132.2pp | -7.85%-10.2pp |
| Employer contribution / active EE | $708 | $1,709-58.6% | $2,851-75.2% | $2,597-72.7% |
| Participant deferral / active EE | $3,190 | $2,974+7.3% | $4,234-24.6% | $4,028-20.8% |
| Admin fee / account holder | $11,724 | $4,493+160.9% | $5,423+116.2% | $5,403+117.0% |