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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 | $80,699 | $77,816+3.7% | $123,552-34.7% | $64,173+25.8% |
| Participation rate | 41.0% | 74.7%-33.7pp | 82.3%-41.3pp | 69.6%-28.5pp |
| Annual return | -3.36% | 12.49%-15.8pp | 119.20%-122.6pp | 7.63%-11.0pp |
| Employer contribution / active EE | $3,907 | $3,014+29.6% | $4,628-15.6% | $2,381+64.1% |
| Participant deferral / active EE | $2,640 | $5,240-49.6% | $6,426-58.9% | $3,470-23.9% |
| Admin fee / account holder | $1,395 | $5,519-74.7% | $9,285-85.0% | $4,887-71.5% |