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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 | $55,458 | $84,493-34.4% | $125,381-55.8% | $66,938-17.2% |
| Participation rate | 57.4% | 76.4%-19.0pp | 82.4%-25.0pp | 69.8%-12.4pp |
| Annual return | -1.90% | -8.49%+6.6pp | 572.31%-574.2pp | 1.58%-3.5pp |
| Employer contribution / active EE | $6,015 | $3,554+69.2% | $4,815+24.9% | $2,545+136.3% |
| Participant deferral / active EE | $3,903 | $6,783-42.5% | $7,448-47.6% | $4,238-7.9% |
| Admin fee / account holder | $2,526 | $685+268.8% | $10,007-74.8% | $594+325.7% |