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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 | $127,736 | $49,177+159.7% | $79,467+60.7% | $64,173+99.0% |
| Participation rate | 38.9% | 65.0%-26.1pp | 73.3%-34.5pp | 69.6%-30.7pp |
| Annual return | -5.06% | -1.16%-3.9pp | 718.30%-723.4pp | 7.63%-12.7pp |
| Employer contribution / active EE | $902 | $2,076-56.5% | $2,800-67.8% | $2,381-62.1% |
| Participant deferral / active EE | $2,855 | $2,821+1.2% | $3,704-22.9% | $3,470-17.7% |
| Admin fee / account holder | $6,625 | $3,839+72.6% | $5,104+29.8% | $4,887+35.5% |