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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 | $69,213 | $48,235+43.5% | $68,803+0.6% | $68,490+1.1% |
| Participation rate | 31.4% | 60.7%-29.2pp | 69.0%-37.6pp | 67.9%-36.5pp |
| Annual return | -14.64% | -12.70%-1.9pp | -6.37%-8.3pp | -7.85%-6.8pp |
| Employer contribution / active EE | $818 | $1,829-55.3% | $2,656-69.2% | $2,597-68.5% |
| Participant deferral / active EE | $2,289 | $2,867-20.2% | $3,942-41.9% | $4,028-43.2% |
| Admin fee / account holder | $4,576 | $4,361+4.9% | $4,936-7.3% | $5,403-15.3% |