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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 | $64,466 | $64,719-0.4% | $112,249-42.6% | $68,486-5.9% |
| Participation rate | 60.7% | 67.2%-6.4pp | 75.1%-14.3pp | 67.9%-7.2pp |
| Annual return | -11.47% | -11.40%-0.1pp | 27.48%-39.0pp | -7.85%-3.6pp |
| Employer contribution / active EE | $1,032 | $2,747-62.4% | $3,636-71.6% | $2,597-60.3% |
| Participant deferral / active EE | $2,418 | $3,565-32.2% | $4,729-48.9% | $4,028-40.0% |
| Admin fee / account holder | $6,603 | $5,232+26.2% | $6,412+3.0% | $5,404+22.2% |