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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 | $88,702 | $82,674+7.3% | $125,363-29.2% | $68,495+29.5% |
| Participation rate | 56.3% | 75.0%-18.8pp | 82.4%-26.1pp | 67.9%-11.6pp |
| Annual return | -19.18% | -5.97%-13.2pp | 572.15%-591.3pp | -7.84%-11.3pp |
| Employer contribution / active EE | $3,140 | $3,382-7.1% | $4,815-34.8% | $2,596+20.9% |
| Participant deferral / active EE | $5,279 | $6,111-13.6% | $7,447-29.1% | $4,028+31.1% |
| Admin fee / account holder | $5,757 | $6,276-8.3% | $10,005-42.5% | $5,403+6.5% |