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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 | $104,159 | $71,878+44.9% | $86,698+20.1% | $68,486+52.1% |
| Participation rate | 65.4% | 72.2%-6.9pp | 76.6%-11.2pp | 67.9%-2.5pp |
| Annual return | -14.07% | 3.53%-17.6pp | 35.95%-50.0pp | -7.85%-6.2pp |
| Employer contribution / active EE | $1,318 | $2,173-39.3% | $2,837-53.5% | $2,597-49.2% |
| Participant deferral / active EE | $2,470 | $3,779-34.6% | $4,656-47.0% | $4,028-38.7% |
| Admin fee / account holder | $2,818 | $6,113-53.9% | $7,493-62.4% | $5,404-47.8% |