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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 | $50,174 | $49,177+2.0% | $79,467-36.9% | $64,173-21.8% |
| Participation rate | 59.5% | 65.0%-5.6pp | 73.3%-13.9pp | 69.6%-10.1pp |
| Annual return | -4.13% | -1.16%-3.0pp | 718.30%-722.4pp | 7.63%-11.8pp |
| Employer contribution / active EE | $874 | $2,076-57.9% | $2,800-68.8% | $2,381-63.3% |
| Participant deferral / active EE | $2,827 | $2,821+0.2% | $3,704-23.7% | $3,470-18.5% |
| Admin fee / account holder | $11,554 | $3,839+201.0% | $5,104+126.4% | $4,887+136.4% |