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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 | $149,238 | $56,484+164.2% | $169,452-11.9% | $64,173+132.6% |
| Participation rate | 60.7% | 64.5%-3.9pp | 77.8%-17.1pp | 69.6%-8.9pp |
| Annual return | -4.07% | -1.55%-2.5pp | 1.83%-5.9pp | 7.63%-11.7pp |
| Employer contribution / active EE | $771 | $1,832-57.9% | $4,157-81.4% | $2,381-67.6% |
| Participant deferral / active EE | $5,619 | $3,448+63.0% | $5,277+6.5% | $3,470+62.0% |
| Admin fee / account holder | $7,072 | $4,174+69.4% | $9,110-22.4% | $4,887+44.7% |