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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 | $115,989 | $64,719+79.2% | $112,249+3.3% | $68,486+69.4% |
| Participation rate | 34.1% | 67.2%-33.1pp | 75.1%-41.0pp | 67.9%-33.8pp |
| Annual return | -15.24% | -11.40%-3.8pp | 27.48%-42.7pp | -7.85%-7.4pp |
| Employer contribution / active EE | $5,767 | $2,747+110.0% | $3,636+58.6% | $2,597+122.1% |
| Participant deferral / active EE | $3,049 | $3,565-14.5% | $4,729-35.5% | $4,028-24.3% |
| Admin fee / account holder | $9,015 | $5,232+72.3% | $6,412+40.6% | $5,404+66.8% |