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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 | $107,055 | $56,484+89.5% | $169,452-36.8% | $64,173+66.8% |
| Participation rate | 66.7% | 64.5%+2.1pp | 77.8%-11.1pp | 69.6%-2.9pp |
| Annual return | -5.63% | -1.55%-4.1pp | 1.83%-7.5pp | 7.63%-13.3pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $4,157-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,883 | $3,448+41.6% | $5,277-7.5% | $3,470+40.7% |
| Admin fee / account holder | $16,536 | $4,174+296.1% | $9,110+81.5% | $4,887+238.3% |