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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 | $177,715 | $64,716+174.6% | $112,258+58.3% | $68,495+159.5% |
| Participation rate | 63.9% | 67.2%-3.3pp | 75.1%-11.2pp | 67.9%-4.0pp |
| Annual return | -9.09% | -11.40%+2.3pp | 27.47%-36.6pp | -7.84%-1.3pp |
| Employer contribution / active EE | $1,959 | $2,746-28.7% | $3,636-46.1% | $2,596-24.5% |
| Participant deferral / active EE | $3,358 | $3,565-5.8% | $4,728-29.0% | $4,028-16.6% |
| Admin fee / account holder | $7,166 | $5,232+37.0% | $6,411+11.8% | $5,403+32.6% |