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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 | $86,702 | $76,401+13.5% | $106,387-18.5% | $64,173+35.1% |
| Participation rate | 68.4% | 73.5%-5.2pp | 77.5%-9.1pp | 69.6%-1.2pp |
| Annual return | 52.86% | -2.19%+55.0pp | 0.25%+52.6pp | 7.63%+45.2pp |
| Employer contribution / active EE | $2,272 | $2,680-15.2% | $3,520-35.5% | $2,381-4.6% |
| Participant deferral / active EE | $0 | $4,274-100.0% | $5,421-100.0% | $3,470-100.0% |
| Admin fee / account holder | $943 | $4,610-79.5% | $7,510-87.4% | $4,887-80.7% |