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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 | $88,730 | $54,355+63.2% | $82,744+7.2% | $68,486+29.6% |
| Participation rate | 63.5% | 63.9%-0.5pp | 72.6%-9.1pp | 67.9%-4.4pp |
| Annual return | 15.71% | -13.67%+29.4pp | 702.22%-686.5pp | -7.85%+23.6pp |
| Employer contribution / active EE | $2,320 | $2,219+4.6% | $3,008-22.9% | $2,597-10.6% |
| Participant deferral / active EE | $5,260 | $3,246+62.0% | $4,395+19.7% | $4,028+30.6% |
| Admin fee / account holder | $677 | $4,397-84.6% | $5,325-87.3% | $5,404-87.5% |