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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 | $86,559 | $71,878+20.4% | $86,698-0.2% | $68,486+26.4% |
| Participation rate | 63.3% | 72.2%-8.9pp | 76.6%-13.3pp | 67.9%-4.6pp |
| Annual return | -16.98% | 3.53%-20.5pp | 35.95%-52.9pp | -7.85%-9.1pp |
| Employer contribution / active EE | $1,280 | $2,173-41.1% | $2,837-54.9% | $2,597-50.7% |
| Participant deferral / active EE | $3,023 | $3,779-20.0% | $4,656-35.1% | $4,028-24.9% |
| Admin fee / account holder | $12,132 | $6,113+98.5% | $7,493+61.9% | $5,404+124.5% |