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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 | $53,672 | $42,909+25.1% | $60,906-11.9% | $68,486-21.6% |
| Participation rate | 56.7% | 66.8%-10.1pp | 73.1%-16.4pp | 67.9%-11.2pp |
| Annual return | -17.00% | -13.99%-3.0pp | 16.94%-33.9pp | -7.85%-9.1pp |
| Employer contribution / active EE | $1,257 | $1,979-36.5% | $2,703-53.5% | $2,597-51.6% |
| Participant deferral / active EE | $3,416 | $2,866+19.2% | $3,814-10.4% | $4,028-15.2% |
| Admin fee / account holder | $8,912 | $3,104+187.1% | $3,227+176.2% | $5,404+64.9% |