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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 | $90,739 | $46,697+94.3% | $117,529-22.8% | $68,490+32.5% |
| Participation rate | 68.8% | 56.8%+12.0pp | 70.6%-1.9pp | 67.9%+0.9pp |
| Annual return | -13.17% | -14.52%+1.3pp | 29.77%-42.9pp | -7.85%-5.3pp |
| Employer contribution / active EE | $5,363 | $1,506+256.2% | $4,179+28.3% | $2,597+106.5% |
| Participant deferral / active EE | $1,270 | $2,637-51.8% | $4,072-68.8% | $4,028-68.5% |
| Admin fee / account holder | $3,250 | $4,023-19.2% | $5,645-42.4% | $5,403-39.9% |