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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 | $94,790 | $95,895-1.2% | $79,576+19.1% | $134,509-29.5% |
| Participation rate | 63.6% | 75.0%-11.4pp | 69.5%-5.8pp | 81.2%-17.6pp |
| Annual return | -16.64% | -2.72%-13.9pp | 0.15%-16.8pp | 418.13%-434.8pp |
| Employer contribution / active EE | $1,115 | $3,128-64.4% | $2,413-53.8% | $4,741-76.5% |
| Participant deferral / active EE | $4,215 | $4,693-10.2% | $3,985+5.8% | $6,400-34.1% |
| Admin fee / account holder | $518 | $9,129-94.3% | $6,834-92.4% | $11,427-95.5% |