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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 | $205,088 | $64,719+216.9% | $112,249+82.7% | $68,486+199.5% |
| Participation rate | 53.8% | 67.2%-13.3pp | 75.1%-21.2pp | 67.9%-14.0pp |
| Annual return | -18.15% | -11.40%-6.8pp | 27.48%-45.6pp | -7.85%-10.3pp |
| Employer contribution / active EE | $2,433 | $2,747-11.4% | $3,636-33.1% | $2,597-6.3% |
| Participant deferral / active EE | $6,784 | $3,565+90.3% | $4,729+43.4% | $4,028+68.4% |
| Admin fee / account holder | $9,963 | $5,232+90.4% | $6,412+55.4% | $5,404+84.4% |