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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 | $98,267 | $77,817+26.3% | $123,553-20.5% | $64,173+53.1% |
| Participation rate | 40.6% | 74.7%-34.1pp | 82.3%-41.7pp | 69.6%-28.9pp |
| Annual return | -6.25% | 12.49%-18.7pp | 119.21%-125.5pp | 7.63%-13.9pp |
| Employer contribution / active EE | $1,290 | $3,014-57.2% | $4,628-72.1% | $2,381-45.8% |
| Participant deferral / active EE | $4,943 | $5,240-5.7% | $6,426-23.1% | $3,470+42.5% |
| Admin fee / account holder | $7,110 | $5,519+28.8% | $9,284-23.4% | $4,887+45.5% |