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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 | $62,997 | $69,012-8.7% | $160,037-60.6% | $68,490-8.0% |
| Participation rate | 61.3% | 65.4%-4.1pp | 78.0%-16.7pp | 67.9%-6.6pp |
| Annual return | -13.21% | -9.65%-3.6pp | 408.95%-422.2pp | -7.85%-5.4pp |
| Employer contribution / active EE | $2,470 | $2,212+11.6% | $4,226-41.5% | $2,597-4.9% |
| Participant deferral / active EE | $4,251 | $4,212+0.9% | $6,184-31.3% | $4,028+5.5% |
| Admin fee / account holder | $3,108 | $4,798-35.2% | $8,716-64.3% | $5,403-42.5% |