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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 | $153,766 | $48,235+218.8% | $68,803+123.5% | $68,490+124.5% |
| Participation rate | 60.6% | 60.7%-0.1pp | 69.0%-8.4pp | 67.9%-7.3pp |
| Annual return | -17.74% | -12.70%-5.0pp | -6.37%-11.4pp | -7.85%-9.9pp |
| Employer contribution / active EE | $2,370 | $1,829+29.6% | $2,656-10.8% | $2,597-8.7% |
| Participant deferral / active EE | $4,372 | $2,867+52.5% | $3,942+10.9% | $4,028+8.5% |
| Admin fee / account holder | $7,696 | $4,361+76.5% | $4,936+55.9% | $5,403+42.4% |