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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 | $62,189 | $73,848-15.8% | $143,799-56.8% | $68,486-9.2% |
| Participation rate | 64.5% | 66.7%-2.1pp | 80.3%-15.8pp | 67.9%-3.4pp |
| Annual return | -16.09% | 0.91%-17.0pp | -0.04%-16.0pp | -7.85%-8.2pp |
| Employer contribution / active EE | $4,004 | $3,184+25.7% | $4,952-19.2% | $2,597+54.2% |
| Participant deferral / active EE | $8,718 | $3,385+157.6% | $5,638+54.6% | $4,028+116.5% |
| Admin fee / account holder | $1,010 | $5,755-82.4% | $14,677-93.1% | $5,404-81.3% |