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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 | $60,419 | $64,716-6.6% | $112,258-46.2% | $68,495-11.8% |
| Participation rate | 55.2% | 67.2%-12.0pp | 75.1%-19.9pp | 67.9%-12.7pp |
| Annual return | -18.79% | -11.40%-7.4pp | 27.47%-46.3pp | -7.84%-11.0pp |
| Employer contribution / active EE | $1,692 | $2,746-38.4% | $3,636-53.5% | $2,596-34.8% |
| Participant deferral / active EE | $5,790 | $3,565+62.4% | $4,728+22.5% | $4,028+43.8% |
| Admin fee / account holder | $1,970 | $5,232-62.3% | $6,411-69.3% | $5,403-63.5% |