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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 | $49,706 | $42,917+15.8% | $60,899-18.4% | $68,495-27.4% |
| Participation rate | 62.2% | 66.8%-4.6pp | 73.1%-10.9pp | 67.9%-5.7pp |
| Annual return | -16.80% | -13.99%-2.8pp | 16.92%-33.7pp | -7.84%-9.0pp |
| Employer contribution / active EE | $2,014 | $1,979+1.8% | $2,702-25.5% | $2,596-22.4% |
| Participant deferral / active EE | $5,030 | $2,867+75.5% | $3,817+31.8% | $4,028+24.9% |
| Admin fee / account holder | $1,999 | $3,102-35.6% | $3,225-38.0% | $5,403-63.0% |