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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 | $84,359 | $71,873+17.4% | $86,698-2.7% | $68,490+23.2% |
| Participation rate | 52.0% | 72.2%-20.2pp | 76.6%-24.6pp | 67.9%-15.9pp |
| Annual return | -14.71% | 3.54%-18.2pp | 35.96%-50.7pp | -7.85%-6.9pp |
| Employer contribution / active EE | $1,405 | $2,173-35.4% | $2,837-50.5% | $2,597-45.9% |
| Participant deferral / active EE | $2,005 | $3,779-47.0% | $4,656-56.9% | $4,028-50.2% |
| Admin fee / account holder | $6,382 | $6,110+4.4% | $7,492-14.8% | $5,403+18.1% |