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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 | $125,386 | $42,909+192.2% | $60,906+105.9% | $68,486+83.1% |
| Participation rate | 69.7% | 66.8%+2.9pp | 73.1%-3.4pp | 67.9%+1.8pp |
| Annual return | -13.24% | -13.99%+0.7pp | 16.94%-30.2pp | -7.85%-5.4pp |
| Employer contribution / active EE | $2,257 | $1,979+14.1% | $2,703-16.5% | $2,597-13.1% |
| Participant deferral / active EE | $4,885 | $2,866+70.4% | $3,814+28.1% | $4,028+21.3% |
| Admin fee / account holder | $8,400 | $3,104+170.6% | $3,227+160.3% | $5,404+55.4% |