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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 | $91,631 | $50,947+79.9% | $74,551+22.9% | $64,173+42.8% |
| Participation rate | 40.5% | 61.1%-20.6pp | 69.1%-28.7pp | 69.6%-29.1pp |
| Annual return | -1.04% | -1.85%+0.8pp | 32.53%-33.6pp | 7.63%-8.7pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,149 | $2,302+36.8% | $3,108+1.3% | $3,470-9.3% |
| Admin fee / account holder | $6,793 | $4,221+60.9% | $5,059+34.3% | $4,887+39.0% |