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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 | $76,038 | $77,816-2.3% | $123,552-38.5% | $64,173+18.5% |
| Participation rate | 48.0% | 74.7%-26.7pp | 82.3%-34.3pp | 69.6%-21.6pp |
| Annual return | -6.46% | 12.49%-18.9pp | 119.20%-125.7pp | 7.63%-14.1pp |
| Employer contribution / active EE | $1,138 | $3,014-62.3% | $4,628-75.4% | $2,381-52.2% |
| Participant deferral / active EE | $3,046 | $5,240-41.9% | $6,426-52.6% | $3,470-12.2% |
| Admin fee / account holder | $1,701 | $5,519-69.2% | $9,285-81.7% | $4,887-65.2% |