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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 | $116,075 | $97,881+18.6% | $80,004+45.1% | $125,388-7.4% |
| Participation rate | 44.4% | 77.9%-33.4pp | 73.0%-28.6pp | 83.2%-38.7pp |
| Annual return | -2.04% | 9.36%-11.4pp | 7.63%-9.7pp | 282.24%-284.3pp |
| Employer contribution / active EE | $1,012 | $3,128-67.6% | $2,473-59.1% | $4,866-79.2% |
| Participant deferral / active EE | $3,368 | $3,744-10.1% | $3,204+5.1% | $5,352-37.1% |
| Admin fee / account holder | $1,002 | $6,278-84.0% | $5,033-80.1% | $9,541-89.5% |