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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 | $53,277 | $53,162+0.2% | $91,225-41.6% | $68,486-22.2% |
| Participation rate | 62.1% | 63.2%-1.1pp | 73.2%-11.1pp | 67.9%-5.8pp |
| Annual return | -13.99% | -3.14%-10.8pp | 114.12%-128.1pp | -7.85%-6.1pp |
| Employer contribution / active EE | $1,389 | $1,709-18.7% | $2,851-51.3% | $2,597-46.5% |
| Participant deferral / active EE | $3,669 | $2,974+23.4% | $4,233-13.3% | $4,028-8.9% |
| Admin fee / account holder | $1,707 | $4,493-62.0% | $5,422-68.5% | $5,404-68.4% |