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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 | $90,855 | $64,729+40.4% | $112,263-19.1% | $68,490+32.7% |
| Participation rate | 51.5% | 67.2%-15.6pp | 75.1%-23.5pp | 67.9%-16.4pp |
| Annual return | -14.84% | -11.40%-3.4pp | 27.49%-42.3pp | -7.85%-7.0pp |
| Employer contribution / active EE | $1,777 | $2,746-35.3% | $3,636-51.1% | $2,597-31.6% |
| Participant deferral / active EE | $3,865 | $3,566+8.4% | $4,729-18.3% | $4,028-4.0% |
| Admin fee / account holder | $4,502 | $5,222-13.8% | $6,410-29.8% | $5,403-16.7% |