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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 | $51,367 | $42,910+19.7% | $60,919-15.7% | $68,490-25.0% |
| Participation rate | 59.4% | 66.8%-7.3pp | 73.1%-13.7pp | 67.9%-8.5pp |
| Annual return | -15.34% | -13.99%-1.3pp | 16.96%-32.3pp | -7.85%-7.5pp |
| Employer contribution / active EE | $1,347 | $1,978-31.9% | $2,704-50.2% | $2,597-48.1% |
| Participant deferral / active EE | $2,416 | $2,866-15.7% | $3,814-36.7% | $4,028-40.0% |
| Admin fee / account holder | $5,574 | $3,104+79.5% | $3,228+72.7% | $5,403+3.2% |