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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 | $98,686 | $42,917+129.9% | $60,899+62.0% | $68,495+44.1% |
| Participation rate | 65.0% | 66.8%-1.8pp | 73.1%-8.1pp | 67.9%-2.9pp |
| Annual return | -10.84% | -13.99%+3.1pp | 16.92%-27.8pp | -7.84%-3.0pp |
| Employer contribution / active EE | $1,886 | $1,979-4.7% | $2,702-30.2% | $2,596-27.4% |
| Participant deferral / active EE | $2,981 | $2,867+4.0% | $3,817-21.9% | $4,028-26.0% |
| Admin fee / account holder | $6,082 | $3,102+96.0% | $3,225+88.6% | $5,403+12.6% |