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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 | $71,394 | $48,235+48.0% | $68,803+3.8% | $68,490+4.2% |
| Participation rate | 53.5% | 60.7%-7.2pp | 69.0%-15.5pp | 67.9%-14.4pp |
| Annual return | -17.16% | -12.70%-4.5pp | -6.37%-10.8pp | -7.85%-9.3pp |
| Employer contribution / active EE | $1,759 | $1,829-3.8% | $2,656-33.8% | $2,597-32.3% |
| Participant deferral / active EE | $4,307 | $2,867+50.2% | $3,942+9.3% | $4,028+6.9% |
| Admin fee / account holder | $1,706 | $4,361-60.9% | $4,936-65.4% | $5,403-68.4% |