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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 | $84,946 | $62,583+35.7% | $76,767+10.7% | $64,173+32.4% |
| Participation rate | 67.4% | 72.8%-5.4pp | 77.0%-9.6pp | 69.6%-2.2pp |
| Annual return | -1.79% | -1.95%+0.2pp | 2.43%-4.2pp | 7.63%-9.4pp |
| Employer contribution / active EE | $2,487 | $1,832+35.8% | $2,485+0.1% | $2,381+4.5% |
| Participant deferral / active EE | $5,070 | $3,145+61.2% | $3,852+31.6% | $3,470+46.1% |
| Admin fee / account holder | $65,957 | $4,667+1313.3% | $6,675+888.1% | $4,887+1249.5% |