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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 | $98,449 | $100,811-2.3% | $86,698+13.6% | $134,545-26.8% |
| Participation rate | 47.4% | 79.0%-31.6pp | 76.6%-29.2pp | 81.2%-33.9pp |
| Annual return | -12.47% | 29.11%-41.6pp | 35.96%-48.4pp | 418.37%-430.8pp |
| Employer contribution / active EE | $900 | $3,490-74.2% | $2,837-68.3% | $4,742-81.0% |
| Participant deferral / active EE | $2,820 | $5,339-47.2% | $4,656-39.4% | $6,401-55.9% |
| Admin fee / account holder | $10,453 | $10,926-4.3% | $7,492+39.5% | $11,431-8.6% |