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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 | $52,434 | $42,383+23.7% | $76,518-31.5% | $64,173-18.3% |
| Participation rate | 47.7% | 58.1%-10.5pp | 68.0%-20.3pp | 69.6%-21.9pp |
| Annual return | -5.11% | -16.54%+11.4pp | -0.27%-4.8pp | 7.63%-12.7pp |
| Employer contribution / active EE | $1,970 | $1,563+26.0% | $2,647-25.6% | $2,381-17.3% |
| Participant deferral / active EE | $2,460 | $2,566-4.1% | $3,836-35.9% | $3,470-29.1% |
| Admin fee / account holder | $4,333 | $3,198+35.5% | $4,849-10.6% | $4,887-11.3% |