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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 | $64,843 | $64,729+0.2% | $112,263-42.2% | $68,490-5.3% |
| Participation rate | 67.7% | 67.2%+0.6pp | 75.1%-7.3pp | 67.9%-0.2pp |
| Annual return | -18.44% | -11.40%-7.0pp | 27.49%-45.9pp | -7.85%-10.6pp |
| Employer contribution / active EE | $3,893 | $2,746+41.8% | $3,636+7.1% | $2,597+49.9% |
| Participant deferral / active EE | $6,724 | $3,566+88.6% | $4,729+42.2% | $4,028+67.0% |
| Admin fee / account holder | $2,154 | $5,222-58.8% | $6,410-66.4% | $5,403-60.1% |