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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 | $112,988 | $54,357+107.9% | $82,706+36.6% | $68,495+65.0% |
| Participation rate | 38.6% | 63.9%-25.3pp | 72.6%-33.9pp | 67.9%-29.3pp |
| Annual return | -14.84% | -13.67%-1.2pp | 701.76%-716.6pp | -7.84%-7.0pp |
| Employer contribution / active EE | $1,945 | $2,218-12.3% | $3,007-35.3% | $2,596-25.1% |
| Participant deferral / active EE | $3,891 | $3,246+19.8% | $4,394-11.4% | $4,028-3.4% |
| Admin fee / account holder | $3,385 | $4,396-23.0% | $5,329-36.5% | $5,403-37.4% |