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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 | $86,829 | $77,816+11.6% | $123,549-29.7% | $64,181+35.3% |
| Participation rate | 66.7% | 74.7%-8.0pp | 82.3%-15.6pp | 69.6%-2.9pp |
| Annual return | -0.14% | 12.49%-12.6pp | 119.20%-119.3pp | 7.63%-7.8pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $10,610 | $5,240+102.5% | $6,426+65.1% | $3,470+205.8% |
| Admin fee / account holder | $1,555 | $5,519-71.8% | $9,284-83.3% | $4,887-68.2% |