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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 | $99,615 | $57,352+73.7% | $83,831+18.8% | $64,173+55.2% |
| Participation rate | 37.0% | 68.6%-31.6pp | 76.1%-39.1pp | 69.6%-32.5pp |
| Annual return | -7.80% | 11.38%-19.2pp | 850.99%-858.8pp | 7.63%-15.4pp |
| Employer contribution / active EE | $716 | $2,546-71.9% | $3,631-80.3% | $2,381-69.9% |
| Participant deferral / active EE | $2,160 | $2,993-27.8% | $4,082-47.1% | $3,470-37.8% |
| Admin fee / account holder | $3,668 | $4,046-9.3% | $5,479-33.1% | $4,887-25.0% |