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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 | $109,450 | $92,219+18.7% | $76,767+42.6% | $135,380-19.2% |
| Participation rate | 58.3% | 79.8%-21.4pp | 77.0%-18.6pp | 82.6%-24.3pp |
| Annual return | -2.68% | 5.46%-8.1pp | 2.43%-5.1pp | 519.81%-522.5pp |
| Employer contribution / active EE | $909 | $3,216-71.7% | $2,485-63.4% | $4,779-81.0% |
| Participant deferral / active EE | $2,632 | $4,508-41.6% | $3,852-31.7% | $5,609-53.1% |
| Admin fee / account holder | $48,871 | $10,749+354.7% | $6,675+632.1% | $10,828+351.3% |