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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 | $45,803 | $64,729-29.2% | $112,263-59.2% | $68,490-33.1% |
| Participation rate | 59.3% | 67.2%-7.8pp | 75.1%-15.7pp | 67.9%-8.6pp |
| Annual return | -15.80% | -11.40%-4.4pp | 27.49%-43.3pp | -7.85%-7.9pp |
| Employer contribution / active EE | $2,992 | $2,746+9.0% | $3,636-17.7% | $2,597+15.2% |
| Participant deferral / active EE | $6,451 | $3,566+80.9% | $4,729+36.4% | $4,028+60.2% |
| Admin fee / account holder | $1,845 | $5,222-64.7% | $6,410-71.2% | $5,403-65.8% |