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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 | $109,829 | $64,719+69.7% | $112,249-2.2% | $68,486+60.4% |
| Participation rate | 43.8% | 67.2%-23.4pp | 75.1%-31.3pp | 67.9%-24.1pp |
| Annual return | -15.98% | -11.40%-4.6pp | 27.48%-43.5pp | -7.85%-8.1pp |
| Employer contribution / active EE | $1,864 | $2,747-32.1% | $3,636-48.7% | $2,597-28.2% |
| Participant deferral / active EE | $4,124 | $3,565+15.7% | $4,729-12.8% | $4,028+2.4% |
| Admin fee / account holder | $1,488 | $5,232-71.6% | $6,412-76.8% | $5,404-72.5% |