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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 | $44,661 | $46,697-4.4% | $117,533-62.0% | $68,486-34.8% |
| Participation rate | 66.7% | 56.8%+9.9pp | 70.6%-3.9pp | 67.9%-1.2pp |
| Annual return | -18.31% | -14.52%-3.8pp | 29.77%-48.1pp | -7.85%-10.5pp |
| Employer contribution / active EE | $5,649 | $1,506+275.2% | $4,179+35.2% | $2,597+117.6% |
| Participant deferral / active EE | $7,100 | $2,637+169.2% | $4,072+74.3% | $4,028+76.3% |
| Admin fee / account holder | $962 | $4,023-76.1% | $5,647-83.0% | $5,404-82.2% |