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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 | $114,980 | $64,719+77.7% | $112,249+2.4% | $68,486+67.9% |
| Participation rate | 41.4% | 67.2%-25.8pp | 75.1%-33.7pp | 67.9%-26.5pp |
| Annual return | 1.53% | -11.40%+12.9pp | 27.48%-26.0pp | -7.85%+9.4pp |
| Employer contribution / active EE | $1,206 | $2,747-56.1% | $3,636-66.8% | $2,597-53.6% |
| Participant deferral / active EE | $3,186 | $3,565-10.6% | $4,729-32.6% | $4,028-20.9% |
| Admin fee / account holder | $3,062 | $5,232-41.5% | $6,412-52.2% | $5,404-43.3% |