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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 | $92,104 | $113,941-19.2% | $94,229-2.3% | $125,389-26.5% |
| Participation rate | 69.2% | 82.9%-13.7pp | 78.8%-9.5pp | 83.2%-14.0pp |
| Annual return | -0.89% | 5.29%-6.2pp | 10.68%-11.6pp | 282.24%-283.1pp |
| Employer contribution / active EE | $1,085 | $4,727-77.0% | $3,587-69.7% | $4,866-77.7% |
| Participant deferral / active EE | $1,759 | $5,179-66.0% | $4,320-59.3% | $5,352-67.1% |
| Admin fee / account holder | $2,250 | $8,392-73.2% | $6,269-64.1% | $9,541-76.4% |