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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 | $135,042 | $43,344+211.6% | $59,899+125.4% | $64,173+110.4% |
| Participation rate | 54.1% | 69.2%-15.1pp | 74.7%-20.6pp | 69.6%-15.5pp |
| Annual return | -0.81% | -1.55%+0.7pp | 3.46%-4.3pp | 7.63%-8.4pp |
| Employer contribution / active EE | $1,617 | $2,030-20.3% | $2,723-40.6% | $2,381-32.1% |
| Participant deferral / active EE | $3,661 | $2,547+43.7% | $3,402+7.6% | $3,470+5.5% |
| Admin fee / account holder | $16,800 | $3,008+458.5% | $3,592+367.7% | $4,887+243.7% |