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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 | $58,402 | $50,947+14.6% | $74,551-21.7% | $64,173-9.0% |
| Participation rate | 42.9% | 61.1%-18.2pp | 69.1%-26.3pp | 69.6%-26.7pp |
| Annual return | -6.60% | -1.85%-4.7pp | 32.53%-39.1pp | 7.63%-14.2pp |
| Employer contribution / active EE | $1,261 | $1,115+13.0% | $1,961-35.7% | $2,381-47.0% |
| Participant deferral / active EE | $2,138 | $2,302-7.1% | $3,108-31.2% | $3,470-38.4% |
| Admin fee / account holder | $979 | $4,221-76.8% | $5,059-80.7% | $4,887-80.0% |