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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 | $57,084 | $54,357+5.0% | $82,706-31.0% | $68,495-16.7% |
| Participation rate | 62.5% | 63.9%-1.4pp | 72.6%-10.1pp | 67.9%-5.4pp |
| Annual return | -5.96% | -13.67%+7.7pp | 701.76%-707.7pp | -7.84%+1.9pp |
| Employer contribution / active EE | $827 | $2,218-62.7% | $3,007-72.5% | $2,596-68.1% |
| Participant deferral / active EE | $2,740 | $3,246-15.6% | $4,394-37.6% | $4,028-32.0% |
| Admin fee / account holder | $3,043 | $4,396-30.8% | $5,329-42.9% | $5,403-43.7% |