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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 | $129,503 | $64,719+100.1% | $112,249+15.4% | $68,486+89.1% |
| Participation rate | 69.6% | 67.2%+2.5pp | 75.1%-5.4pp | 67.9%+1.7pp |
| Annual return | -19.41% | -11.40%-8.0pp | 27.48%-46.9pp | -7.85%-11.6pp |
| Employer contribution / active EE | $0 | $2,747-100.0% | $3,636-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $7,592 | $3,565+112.9% | $4,729+60.5% | $4,028+88.5% |
| Admin fee / account holder | $7,918 | $5,232+51.3% | $6,412+23.5% | $5,404+46.5% |