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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 | $125,389 | $64,719+93.7% | $112,249+11.7% | $68,486+83.1% |
| Participation rate | 60.3% | 67.2%-6.8pp | 75.1%-14.7pp | 67.9%-7.5pp |
| Annual return | -15.36% | -11.40%-4.0pp | 27.48%-42.8pp | -7.85%-7.5pp |
| Employer contribution / active EE | $1,883 | $2,747-31.5% | $3,636-48.2% | $2,597-27.5% |
| Participant deferral / active EE | $4,093 | $3,565+14.8% | $4,729-13.4% | $4,028+1.6% |
| Admin fee / account holder | $4,108 | $5,232-21.5% | $6,412-35.9% | $5,404-24.0% |