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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 | $159,559 | $87,546+82.3% | $75,784+110.5% | $125,389+27.3% |
| Participation rate | 68.4% | 80.2%-11.8pp | 75.8%-7.4pp | 83.2%-14.8pp |
| Annual return | -2.41% | 13.49%-15.9pp | 9.68%-12.1pp | 282.24%-284.6pp |
| Employer contribution / active EE | $901 | $3,930-77.1% | $3,323-72.9% | $4,866-81.5% |
| Participant deferral / active EE | $2,971 | $4,230-29.8% | $3,652-18.6% | $5,352-44.5% |
| Admin fee / account holder | $1,310 | $6,503-79.9% | $5,300-75.3% | $9,541-86.3% |