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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 | $99,753 | $73,863+35.1% | $143,797-30.6% | $68,490+45.6% |
| Participation rate | 68.0% | 66.7%+1.3pp | 80.3%-12.3pp | 67.9%+0.1pp |
| Annual return | -19.12% | 0.91%-20.0pp | -0.04%-19.1pp | -7.85%-11.3pp |
| Employer contribution / active EE | $1,456 | $3,185-54.3% | $4,952-70.6% | $2,597-43.9% |
| Participant deferral / active EE | $3,454 | $3,385+2.0% | $5,638-38.7% | $4,028-14.2% |
| Admin fee / account holder | $619 | $5,756-89.3% | $14,679-95.8% | $5,403-88.5% |