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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 | $104,254 | $82,678+26.1% | $125,391-16.9% | $68,490+52.2% |
| Participation rate | 52.0% | 75.1%-23.1pp | 82.4%-30.4pp | 67.9%-15.9pp |
| Annual return | -10.94% | -5.97%-5.0pp | 572.41%-583.4pp | -7.85%-3.1pp |
| Employer contribution / active EE | $2,143 | $3,382-36.6% | $4,816-55.5% | $2,597-17.5% |
| Participant deferral / active EE | $4,084 | $6,111-33.2% | $7,448-45.2% | $4,028+1.4% |
| Admin fee / account holder | $1,357 | $6,277-78.4% | $10,009-86.4% | $5,403-74.9% |