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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 | $51,580 | $81,870-37.0% | $119,634-56.9% | $68,490-24.7% |
| Participation rate | 67.7% | 71.9%-4.2pp | 79.3%-11.5pp | 67.9%-0.2pp |
| Annual return | -16.25% | -23.82%+7.6pp | -14.98%-1.3pp | -7.85%-8.4pp |
| Employer contribution / active EE | $2,156 | $2,692-19.9% | $4,232-49.1% | $2,597-17.0% |
| Participant deferral / active EE | $4,788 | $4,148+15.4% | $5,601-14.5% | $4,028+18.9% |
| Admin fee / account holder | $1,458 | $6,583-77.9% | $10,329-85.9% | $5,403-73.0% |