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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 | $67,339 | $65,453+2.9% | $86,698-22.3% | $66,938+0.6% |
| Participation rate | 47.0% | 75.5%-28.5pp | 76.6%-29.6pp | 69.8%-22.8pp |
| Annual return | -17.95% | -10.89%-7.1pp | 35.95%-53.9pp | 1.58%-19.5pp |
| Employer contribution / active EE | $1,285 | $2,154-40.3% | $2,837-54.7% | $2,545-49.5% |
| Participant deferral / active EE | $2,547 | $4,102-37.9% | $4,656-45.3% | $4,238-39.9% |
| Admin fee / account holder | $5,853 | $642+811.9% | $7,493-21.9% | $594+886.2% |