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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 | $98,460 | $95,188+3.4% | $76,518+28.7% | $135,380-27.3% |
| Participation rate | 66.7% | 74.4%-7.7pp | 68.0%-1.3pp | 82.6%-16.0pp |
| Annual return | -5.96% | 4.85%-10.8pp | -0.27%-5.7pp | 519.81%-525.8pp |
| Employer contribution / active EE | $878 | $3,303-73.4% | $2,647-66.8% | $4,779-81.6% |
| Participant deferral / active EE | $9,264 | $4,640+99.7% | $3,836+141.5% | $5,609+65.2% |
| Admin fee / account holder | $312 | $6,249-95.0% | $4,849-93.6% | $10,828-97.1% |