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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 | $50,227 | $56,339-10.8% | $104,301-51.8% | $68,486-26.7% |
| Participation rate | 51.3% | 63.3%-12.0pp | 73.3%-22.0pp | 67.9%-16.6pp |
| Annual return | -17.73% | -9.19%-8.5pp | 24.61%-42.3pp | -7.85%-9.9pp |
| Employer contribution / active EE | $1,651 | $1,960-15.8% | $3,373-51.1% | $2,597-36.4% |
| Participant deferral / active EE | $3,338 | $3,077+8.5% | $4,626-27.8% | $4,028-17.1% |
| Admin fee / account holder | $6,347 | $4,902+29.5% | $7,340-13.5% | $5,404+17.4% |