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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 | $62,316 | $56,339+10.6% | $104,301-40.3% | $68,486-9.0% |
| Participation rate | 65.9% | 63.3%+2.6pp | 73.3%-7.4pp | 67.9%-2.0pp |
| Annual return | -17.36% | -9.19%-8.2pp | 24.61%-42.0pp | -7.85%-9.5pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $3,373-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,849 | $3,077+25.1% | $4,626-16.8% | $4,028-4.4% |
| Admin fee / account holder | $6,677 | $4,902+36.2% | $7,340-9.0% | $5,404+23.6% |