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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 | $102,531 | $53,546+91.5% | $69,884+46.7% | $68,486+49.7% |
| Participation rate | 15.4% | 64.5%-49.1pp | 70.5%-55.1pp | 67.9%-52.5pp |
| Annual return | -16.83% | -13.87%-3.0pp | 190.81%-207.6pp | -7.85%-9.0pp |
| Employer contribution / active EE | $837 | $2,019-58.6% | $2,560-67.3% | $2,597-67.8% |
| Participant deferral / active EE | $2,481 | $2,957-16.1% | $3,848-35.5% | $4,028-38.4% |
| Admin fee / account holder | $3,797 | $4,693-19.1% | $6,266-39.4% | $5,404-29.7% |