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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 | $157,808 | $81,870+92.8% | $119,608+31.9% | $68,495+130.4% |
| Participation rate | 67.1% | 71.9%-4.8pp | 79.3%-12.2pp | 67.9%-0.8pp |
| Annual return | -16.74% | -23.82%+7.1pp | -14.98%-1.8pp | -7.84%-8.9pp |
| Employer contribution / active EE | $1,425 | $2,692-47.1% | $4,232-66.3% | $2,596-45.1% |
| Participant deferral / active EE | $7,420 | $4,148+78.9% | $5,601+32.5% | $4,028+84.2% |
| Admin fee / account holder | $718 | $6,583-89.1% | $10,326-93.0% | $5,403-86.7% |