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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 | $48,373 | $62,583-22.7% | $76,767-37.0% | $64,173-24.6% |
| Participation rate | 60.0% | 72.8%-12.8pp | 77.0%-17.0pp | 69.6%-9.6pp |
| Annual return | -6.19% | -1.95%-4.2pp | 2.43%-8.6pp | 7.63%-13.8pp |
| Employer contribution / active EE | $2,053 | $1,832+12.1% | $2,485-17.4% | $2,381-13.8% |
| Participant deferral / active EE | $2,924 | $3,145-7.0% | $3,852-24.1% | $3,470-15.7% |
| Admin fee / account holder | $25,536 | $4,667+447.2% | $6,675+282.5% | $4,887+422.5% |