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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 | $95,700 | $64,719+47.9% | $112,249-14.7% | $68,486+39.7% |
| Participation rate | 64.1% | 67.2%-3.0pp | 75.1%-11.0pp | 67.9%-3.8pp |
| Annual return | -8.95% | -11.40%+2.5pp | 27.48%-36.4pp | -7.85%-1.1pp |
| Employer contribution / active EE | $1,312 | $2,747-52.2% | $3,636-63.9% | $2,597-49.5% |
| Participant deferral / active EE | $3,497 | $3,565-1.9% | $4,729-26.1% | $4,028-13.2% |
| Admin fee / account holder | $3,301 | $5,232-36.9% | $6,412-48.5% | $5,404-38.9% |