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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 | $100,902 | $64,719+55.9% | $112,249-10.1% | $68,486+47.3% |
| Participation rate | 69.2% | 67.2%+2.1pp | 75.1%-5.8pp | 67.9%+1.3pp |
| Annual return | -15.01% | -11.40%-3.6pp | 27.48%-42.5pp | -7.85%-7.2pp |
| Employer contribution / active EE | $1,708 | $2,747-37.8% | $3,636-53.0% | $2,597-34.2% |
| Participant deferral / active EE | $6,761 | $3,565+89.7% | $4,729+43.0% | $4,028+67.9% |
| Admin fee / account holder | $13,450 | $5,232+157.0% | $6,412+109.7% | $5,404+148.9% |