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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 | $59,512 | $112,300-47.0% | $90,223-34.0% | $125,389-52.5% |
| Participation rate | 62.5% | 82.9%-20.4pp | 79.0%-16.5pp | 83.2%-20.7pp |
| Annual return | -1.41% | -0.57%-0.8pp | 1.31%-2.7pp | 282.24%-283.7pp |
| Employer contribution / active EE | $2,114 | $5,181-59.2% | $4,378-51.7% | $4,866-56.6% |
| Participant deferral / active EE | $7,483 | $6,733+11.2% | $5,792+29.2% | $5,352+39.8% |
| Admin fee / account holder | $740 | $10,990-93.3% | $7,406-90.0% | $9,541-92.2% |