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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 | $90,290 | $72,177+25.1% | $115,038-21.5% | $59,633+51.4% |
| Participation rate | 66.7% | 72.6%-5.9pp | 81.4%-14.7pp | 68.7%-2.0pp |
| Annual return | -2.21% | 12.02%-14.2pp | 26.14%-28.4pp | 2041.45%-2043.7pp |
| Employer contribution / active EE | $3,016 | $2,841+6.2% | $4,608-34.5% | $2,203+36.9% |
| Participant deferral / active EE | $8,524 | $4,783+78.2% | $6,026+41.4% | $3,192+167.1% |
| Admin fee / account holder | $1,357 | $4,927-72.5% | $8,175-83.4% | $4,297-68.4% |