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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 | $79,879 | $50,947+56.8% | $74,549+7.2% | $64,173+24.5% |
| Participation rate | 62.5% | 61.1%+1.4pp | 69.1%-6.6pp | 69.6%-7.1pp |
| Annual return | -4.77% | -1.85%-2.9pp | 32.53%-37.3pp | 7.63%-12.4pp |
| Employer contribution / active EE | $789 | $1,115-29.3% | $1,961-59.8% | $2,381-66.9% |
| Participant deferral / active EE | $1,653 | $2,302-28.2% | $3,108-46.8% | $3,470-52.4% |
| Admin fee / account holder | $5,288 | $4,221+25.3% | $5,059+4.5% | $4,887+8.2% |