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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 | $100,316 | $77,816+28.9% | $123,549-18.8% | $64,181+56.3% |
| Participation rate | 32.1% | 74.7%-42.6pp | 82.3%-50.2pp | 69.6%-37.4pp |
| Annual return | -4.39% | 12.49%-16.9pp | 119.20%-123.6pp | 7.63%-12.0pp |
| Employer contribution / active EE | $1,947 | $3,014-35.4% | $4,628-57.9% | $2,381-18.2% |
| Participant deferral / active EE | $4,311 | $5,240-17.7% | $6,426-32.9% | $3,470+24.2% |
| Admin fee / account holder | $4,573 | $5,519-17.1% | $9,284-50.7% | $4,887-6.4% |