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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 | $73,798 | $50,947+44.9% | $74,551-1.0% | $64,173+15.0% |
| Participation rate | 44.3% | 61.1%-16.8pp | 69.1%-24.9pp | 69.6%-25.3pp |
| Annual return | -5.80% | -1.85%-3.9pp | 32.53%-38.3pp | 7.63%-13.4pp |
| Employer contribution / active EE | $1,115 | $1,1150% | $1,961-43.1% | $2,381-53.2% |
| Participant deferral / active EE | $2,303 | $2,302+0.1% | $3,108-25.9% | $3,470-33.6% |
| Admin fee / account holder | $1,866 | $4,221-55.8% | $5,059-63.1% | $4,887-61.8% |