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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 | $63,659 | $52,678+20.8% | $75,784-16.0% | $59,633+6.8% |
| Participation rate | 25.8% | 67.2%-41.4pp | 75.8%-50.0pp | 68.7%-42.9pp |
| Annual return | -2.72% | 2.95%-5.7pp | 9.68%-12.4pp | 2041.40%-2044.1pp |
| Employer contribution / active EE | $638 | $2,193-70.9% | $3,323-80.8% | $2,203-71.0% |
| Participant deferral / active EE | $2,398 | $2,591-7.4% | $3,652-34.3% | $3,192-24.9% |
| Admin fee / account holder | $1,044 | $3,610-71.1% | $5,300-80.3% | $4,297-75.7% |