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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 | $63,675 | $81,870-22.2% | $119,622-46.8% | $68,486-7.0% |
| Participation rate | 51.5% | 71.9%-20.4pp | 79.3%-27.7pp | 67.9%-16.4pp |
| Annual return | -16.10% | -23.82%+7.7pp | -14.98%-1.1pp | -7.85%-8.2pp |
| Employer contribution / active EE | $1,551 | $2,692-42.4% | $4,232-63.4% | $2,597-40.3% |
| Participant deferral / active EE | $2,972 | $4,148-28.3% | $5,601-46.9% | $4,028-26.2% |
| Admin fee / account holder | $2,938 | $6,583-55.4% | $10,328-71.6% | $5,404-45.6% |