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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 | $109,232 | $73,019+49.6% | $90,766+20.3% | $68,490+59.5% |
| Participation rate | 56.9% | 70.8%-13.9pp | 75.7%-18.8pp | 67.9%-11.0pp |
| Annual return | -16.70% | -13.81%-2.9pp | -12.16%-4.5pp | -7.85%-8.9pp |
| Employer contribution / active EE | $1,827 | $2,193-16.7% | $2,922-37.5% | $2,597-29.6% |
| Participant deferral / active EE | $4,122 | $3,626+13.7% | $4,565-9.7% | $4,028+2.3% |
| Admin fee / account holder | $25,409 | $5,897+330.9% | $8,446+200.8% | $5,403+370.3% |