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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 | $51,377 | $50,947+0.8% | $74,551-31.1% | $64,173-19.9% |
| Participation rate | 60.7% | 61.1%-0.3pp | 69.1%-8.4pp | 69.6%-8.9pp |
| Annual return | -4.53% | -1.85%-2.7pp | 32.53%-37.1pp | 7.63%-12.2pp |
| Employer contribution / active EE | $644 | $1,115-42.3% | $1,961-67.2% | $2,381-72.9% |
| Participant deferral / active EE | $1,153 | $2,302-49.9% | $3,108-62.9% | $3,470-66.8% |
| Admin fee / account holder | $3,050 | $4,221-27.7% | $5,059-39.7% | $4,887-37.6% |