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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 | $65,235 | $77,976-16.3% | $81,367-19.8% | $125,389-48.0% |
| Participation rate | 68.8% | 83.3%-14.5pp | 82.3%-13.5pp | 83.2%-14.4pp |
| Annual return | -2.41% | -2.85%+0.4pp | -0.92%-1.5pp | 282.24%-284.7pp |
| Employer contribution / active EE | $1,588 | $4,366-63.6% | $3,930-59.6% | $4,866-67.4% |
| Participant deferral / active EE | $2,370 | $5,646-58.0% | $5,383-56.0% | $5,352-55.7% |
| Admin fee / account holder | $13,799 | $12,476+10.6% | $8,926+54.6% | $9,541+44.6% |