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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 | $101,154 | $59,813+69.1% | $79,580+27.1% | $68,486+47.7% |
| Participation rate | 65.2% | 61.1%+4.2pp | 69.5%-4.3pp | 67.9%-2.7pp |
| Annual return | -14.46% | -12.30%-2.2pp | 0.15%-14.6pp | -7.85%-6.6pp |
| Employer contribution / active EE | $1,397 | $1,505-7.2% | $2,413-42.1% | $2,597-46.2% |
| Participant deferral / active EE | $2,287 | $3,024-24.4% | $3,985-42.6% | $4,028-43.2% |
| Admin fee / account holder | $11,516 | $4,835+138.2% | $6,835+68.5% | $5,404+113.1% |