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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 | $94,592 | $81,870+15.5% | $119,622-20.9% | $68,486+38.1% |
| Participation rate | 41.0% | 71.9%-30.9pp | 79.3%-38.2pp | 67.9%-26.9pp |
| Annual return | -15.27% | -23.82%+8.5pp | -14.98%-0.3pp | -7.85%-7.4pp |
| Employer contribution / active EE | $1,942 | $2,692-27.8% | $4,232-54.1% | $2,597-25.2% |
| Participant deferral / active EE | $6,132 | $4,148+47.8% | $5,601+9.5% | $4,028+52.3% |
| Admin fee / account holder | $11,247 | $6,583+70.8% | $10,328+8.9% | $5,404+108.1% |