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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 | $59,234 | $73,848-19.8% | $143,799-58.8% | $68,486-13.5% |
| Participation rate | 64.0% | 66.7%-2.7pp | 80.3%-16.3pp | 67.9%-3.9pp |
| Annual return | -17.10% | 0.91%-18.0pp | -0.04%-17.1pp | -7.85%-9.2pp |
| Employer contribution / active EE | $1,688 | $3,184-47.0% | $4,952-65.9% | $2,597-35.0% |
| Participant deferral / active EE | $3,150 | $3,385-6.9% | $5,638-44.1% | $4,028-21.8% |
| Admin fee / account holder | $13,363 | $5,755+132.2% | $14,677-9.0% | $5,404+147.3% |