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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 | $69,454 | $56,484+23.0% | $169,452-59.0% | $64,173+8.2% |
| Participation rate | 51.5% | 64.5%-13.0pp | 77.8%-26.3pp | 69.6%-18.1pp |
| Annual return | -4.55% | -1.55%-3.0pp | 1.83%-6.4pp | 7.63%-12.2pp |
| Employer contribution / active EE | $2,638 | $1,832+44.0% | $4,157-36.5% | $2,381+10.8% |
| Participant deferral / active EE | $3,399 | $3,448-1.4% | $5,277-35.6% | $3,470-2.0% |
| Admin fee / account holder | $10,589 | $4,174+153.7% | $9,110+16.2% | $4,887+116.7% |