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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 | $51,524 | $62,589-17.7% | $76,768-32.9% | $64,173-19.7% |
| Participation rate | 66.7% | 72.8%-6.2pp | 77.0%-10.3pp | 69.6%-2.9pp |
| Annual return | -4.77% | -1.95%-2.8pp | 2.43%-7.2pp | 7.63%-12.4pp |
| Employer contribution / active EE | $2,708 | $1,832+47.8% | $2,485+9.0% | $2,381+13.7% |
| Participant deferral / active EE | $3,914 | $3,145+24.4% | $3,852+1.6% | $3,470+12.8% |
| Admin fee / account holder | $5,551 | $4,667+18.9% | $6,675-16.8% | $4,887+13.6% |