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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 | $165,917 | $56,484+193.7% | $169,452-2.1% | $64,173+158.5% |
| Participation rate | 54.3% | 64.5%-10.3pp | 77.8%-23.5pp | 69.6%-15.3pp |
| Annual return | -4.86% | -1.55%-3.3pp | 1.83%-6.7pp | 7.63%-12.5pp |
| Employer contribution / active EE | $1,793 | $1,832-2.2% | $4,157-56.9% | $2,381-24.7% |
| Participant deferral / active EE | $2,658 | $3,448-22.9% | $5,277-49.6% | $3,470-23.4% |
| Admin fee / account holder | $2,817 | $4,174-32.5% | $9,110-69.1% | $4,887-42.4% |