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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 | $46,056 | $64,719-28.8% | $112,249-59.0% | $68,486-32.8% |
| Participation rate | 60.0% | 67.2%-7.2pp | 75.1%-15.1pp | 67.9%-7.9pp |
| Annual return | -12.34% | -11.40%-0.9pp | 27.48%-39.8pp | -7.85%-4.5pp |
| Employer contribution / active EE | $2,136 | $2,747-22.2% | $3,636-41.3% | $2,597-17.7% |
| Participant deferral / active EE | $5,027 | $3,565+41.0% | $4,729+6.3% | $4,028+24.8% |
| Admin fee / account holder | $3,920 | $5,232-25.1% | $6,412-38.9% | $5,404-27.5% |