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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 | $93,221 | $54,357+71.5% | $82,706+12.7% | $68,495+36.1% |
| Participation rate | 67.6% | 63.9%+3.7pp | 72.6%-4.9pp | 67.9%-0.2pp |
| Annual return | -10.98% | -13.67%+2.7pp | 701.76%-712.7pp | -7.84%-3.1pp |
| Employer contribution / active EE | $4,315 | $2,218+94.5% | $3,007+43.5% | $2,596+66.2% |
| Participant deferral / active EE | $3,751 | $3,246+15.6% | $4,394-14.6% | $4,028-6.9% |
| Admin fee / account holder | $2,740 | $4,396-37.7% | $5,329-48.6% | $5,403-49.3% |