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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 | $62,438 | $81,870-23.7% | $119,622-47.8% | $68,486-8.8% |
| Participation rate | 57.6% | 71.9%-14.3pp | 79.3%-21.7pp | 67.9%-10.3pp |
| Annual return | -9.75% | -23.82%+14.1pp | -14.98%+5.2pp | -7.85%-1.9pp |
| Employer contribution / active EE | $2,706 | $2,692+0.5% | $4,232-36.1% | $2,597+4.2% |
| Participant deferral / active EE | $4,831 | $4,148+16.5% | $5,601-13.7% | $4,028+20.0% |
| Admin fee / account holder | $9,599 | $6,583+45.8% | $10,328-7.1% | $5,404+77.6% |