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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 | $104,755 | $59,116+77.2% | $86,438+21.2% | $68,486+53.0% |
| Participation rate | 67.2% | 75.2%-8.1pp | 80.3%-13.2pp | 67.9%-0.7pp |
| Annual return | -16.14% | -0.23%-15.9pp | 4397.19%-4413.3pp | -7.85%-8.3pp |
| Employer contribution / active EE | $2,851 | $2,519+13.2% | $3,769-24.4% | $2,597+9.8% |
| Participant deferral / active EE | $6,026 | $5,902+2.1% | $6,952-13.3% | $4,028+49.6% |
| Admin fee / account holder | $5,119 | $5,639-9.2% | $6,733-24.0% | $5,404-5.3% |