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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 | $65,439 | $75,935-13.8% | $60,547+8.1% | $125,393-47.8% |
| Participation rate | 55.0% | 76.5%-21.5pp | 68.0%-13.0pp | 83.2%-28.2pp |
| Annual return | -2.40% | -5.38%+3.0pp | 335.64%-338.0pp | 282.23%-284.6pp |
| Employer contribution / active EE | $2,247 | $3,438-34.6% | $2,419-7.1% | $4,866-53.8% |
| Participant deferral / active EE | $4,053 | $4,506-10.1% | $3,328+21.8% | $5,351-24.3% |
| Admin fee / account holder | $797 | $6,768-88.2% | $4,536-82.4% | $9,541-91.6% |