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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 | $46,010 | $59,819-23.1% | $79,583-42.2% | $68,490-32.8% |
| Participation rate | 66.7% | 61.1%+5.6pp | 69.5%-2.8pp | 67.9%-1.2pp |
| Annual return | -15.26% | -12.30%-3.0pp | 0.16%-15.4pp | -7.85%-7.4pp |
| Employer contribution / active EE | $2,397 | $1,505+59.2% | $2,414-0.7% | $2,597-7.7% |
| Participant deferral / active EE | $4,327 | $3,025+43.1% | $3,986+8.6% | $4,028+7.4% |
| Admin fee / account holder | $7,609 | $4,835+57.4% | $6,835+11.3% | $5,403+40.8% |