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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 | $76,335 | $87,546-12.8% | $75,784+0.7% | $125,389-39.1% |
| Participation rate | 61.9% | 80.2%-18.3pp | 75.8%-13.9pp | 83.2%-21.3pp |
| Annual return | -1.13% | 13.49%-14.6pp | 9.68%-10.8pp | 282.24%-283.4pp |
| Employer contribution / active EE | $1,174 | $3,930-70.1% | $3,323-64.7% | $4,866-75.9% |
| Participant deferral / active EE | $3,432 | $4,230-18.9% | $3,652-6.0% | $5,352-35.9% |
| Admin fee / account holder | $4,210 | $6,503-35.3% | $5,300-20.6% | $9,541-55.9% |