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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 | $72,487 | $59,813+21.2% | $79,580-8.9% | $68,486+5.8% |
| Participation rate | 69.7% | 61.1%+8.6pp | 69.5%+0.2pp | 67.9%+1.8pp |
| Annual return | -12.15% | -12.30%+0.1pp | 0.15%-12.3pp | -7.85%-4.3pp |
| Employer contribution / active EE | $1,212 | $1,505-19.5% | $2,413-49.8% | $2,597-53.3% |
| Participant deferral / active EE | $2,487 | $3,024-17.8% | $3,985-37.6% | $4,028-38.3% |
| Admin fee / account holder | $6,803 | $4,835+40.7% | $6,835-0.5% | $5,404+25.9% |