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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 | $97,303 | $87,546+11.1% | $75,784+28.4% | $125,389-22.4% |
| Participation rate | 57.1% | 80.2%-23.0pp | 75.8%-18.7pp | 83.2%-26.0pp |
| Annual return | -0.94% | 13.49%-14.4pp | 9.68%-10.6pp | 282.24%-283.2pp |
| Employer contribution / active EE | $6,305 | $3,930+60.4% | $3,323+89.7% | $4,866+29.6% |
| Participant deferral / active EE | $6,948 | $4,230+64.3% | $3,652+90.3% | $5,352+29.8% |
| Admin fee / account holder | $804 | $6,503-87.6% | $5,300-84.8% | $9,541-91.6% |