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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 | $25,953 | $50,958-49.1% | $74,552-65.2% | $64,181-59.6% |
| Participation rate | 69.2% | 61.1%+8.2pp | 69.1%+0.1pp | 69.6%-0.3pp |
| Annual return | -5.94% | -1.86%-4.1pp | 32.53%-38.5pp | 7.63%-13.6pp |
| Employer contribution / active EE | $1,101 | $1,115-1.2% | $1,961-43.8% | $2,381-53.7% |
| Participant deferral / active EE | $1,466 | $2,301-36.3% | $3,108-52.8% | $3,470-57.7% |
| Admin fee / account holder | $8,042 | $4,223+90.4% | $5,060+58.9% | $4,887+64.6% |