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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 | $91,579 | $54,370+68.4% | $82,763+10.7% | $68,490+33.7% |
| Participation rate | 60.0% | 63.9%-3.9pp | 72.6%-12.6pp | 67.9%-7.9pp |
| Annual return | -17.12% | -13.67%-3.4pp | 702.45%-719.6pp | -7.85%-9.3pp |
| Employer contribution / active EE | $2,291 | $2,219+3.2% | $3,008-23.8% | $2,597-11.8% |
| Participant deferral / active EE | $4,697 | $3,247+44.7% | $4,395+6.9% | $4,028+16.6% |
| Admin fee / account holder | $503 | $4,398-88.6% | $5,325-90.6% | $5,403-90.7% |