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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 | $90,067 | $87,546+2.9% | $75,784+18.8% | $125,389-28.2% |
| Participation rate | 56.3% | 80.2%-23.9pp | 75.8%-19.6pp | 83.2%-26.9pp |
| Annual return | -2.73% | 13.49%-16.2pp | 9.68%-12.4pp | 282.24%-285.0pp |
| Employer contribution / active EE | $1,944 | $3,930-50.5% | $3,323-41.5% | $4,866-60.1% |
| Participant deferral / active EE | $4,083 | $4,230-3.5% | $3,652+11.8% | $5,352-23.7% |
| Admin fee / account holder | $4,996 | $6,503-23.2% | $5,300-5.7% | $9,541-47.6% |