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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 | $46,715 | $64,729-27.8% | $112,263-58.4% | $68,490-31.8% |
| Participation rate | 52.0% | 67.2%-15.2pp | 75.1%-23.1pp | 67.9%-15.9pp |
| Annual return | -12.36% | -11.40%-1.0pp | 27.49%-39.8pp | -7.85%-4.5pp |
| Employer contribution / active EE | $2,231 | $2,746-18.8% | $3,636-38.7% | $2,597-14.1% |
| Participant deferral / active EE | $6,643 | $3,566+86.3% | $4,729+40.5% | $4,028+64.9% |
| Admin fee / account holder | $53,798 | $5,222+930.3% | $6,410+739.2% | $5,403+895.7% |