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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 | $50,300 | $46,697+7.7% | $117,533-57.2% | $68,486-26.6% |
| Participation rate | 55.8% | 56.8%-1.0pp | 70.6%-14.8pp | 67.9%-12.1pp |
| Annual return | -15.15% | -14.52%-0.6pp | 29.77%-44.9pp | -7.85%-7.3pp |
| Employer contribution / active EE | $2,240 | $1,506+48.8% | $4,179-46.4% | $2,597-13.7% |
| Participant deferral / active EE | $2,225 | $2,637-15.6% | $4,072-45.4% | $4,028-44.8% |
| Admin fee / account holder | $3,221 | $4,023-19.9% | $5,647-43.0% | $5,404-40.4% |