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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 | $120,405 | $105,867+13.7% | $90,760+32.7% | $134,532-10.5% |
| Participation rate | 58.3% | 78.3%-19.9pp | 75.7%-17.4pp | 81.2%-22.9pp |
| Annual return | -11.64% | -10.99%-0.7pp | -12.16%+0.5pp | 418.27%-429.9pp |
| Employer contribution / active EE | $955 | $3,464-72.4% | $2,922-67.3% | $4,741-79.9% |
| Participant deferral / active EE | $4,463 | $5,217-14.5% | $4,565-2.2% | $6,401-30.3% |
| Admin fee / account holder | $9,660 | $13,936-30.7% | $8,444+14.4% | $11,429-15.5% |