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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 | $135,320 | $72,177+87.5% | $115,037+17.6% | $59,633+126.9% |
| Participation rate | 56.9% | 72.6%-15.6pp | 81.4%-24.4pp | 68.7%-11.7pp |
| Annual return | -2.32% | 12.02%-14.3pp | 26.14%-28.5pp | 2041.40%-2043.7pp |
| Employer contribution / active EE | $1,356 | $2,841-52.3% | $4,608-70.6% | $2,203-38.4% |
| Participant deferral / active EE | $2,945 | $4,783-38.4% | $6,026-51.1% | $3,192-7.7% |
| Admin fee / account holder | $533 | $4,927-89.2% | $8,175-93.5% | $4,297-87.6% |