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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 | $53,689 | $53,162+1.0% | $91,225-41.1% | $68,486-21.6% |
| Participation rate | 50.7% | 63.2%-12.5pp | 73.2%-22.5pp | 67.9%-17.2pp |
| Annual return | -12.21% | -3.14%-9.1pp | 114.12%-126.3pp | -7.85%-4.4pp |
| Employer contribution / active EE | $1,866 | $1,709+9.2% | $2,851-34.5% | $2,597-28.1% |
| Participant deferral / active EE | $2,983 | $2,974+0.3% | $4,233-29.5% | $4,028-25.9% |
| Admin fee / account holder | $1,742 | $4,493-61.2% | $5,422-67.9% | $5,404-67.8% |