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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 | $77,783 | $69,541+11.9% | $59,899+29.9% | $135,380-42.5% |
| Participation rate | 62.5% | 77.8%-15.3pp | 74.7%-12.2pp | 82.6%-20.1pp |
| Annual return | -7.40% | 7.95%-15.3pp | 3.46%-10.9pp | 519.81%-527.2pp |
| Employer contribution / active EE | $1,818 | $3,236-43.8% | $2,723-33.2% | $4,779-62.0% |
| Participant deferral / active EE | $6,686 | $4,206+59.0% | $3,402+96.5% | $5,609+19.2% |
| Admin fee / account holder | $8,940 | $5,737+55.8% | $3,592+148.9% | $10,828-17.4% |