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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 | $111,957 | $69,518+61.0% | $59,887+86.9% | $135,379-17.3% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.7%-8.0pp | 82.6%-16.0pp |
| Annual return | -3.20% | 7.95%-11.1pp | 3.46%-6.7pp | 519.79%-523.0pp |
| Employer contribution / active EE | $3,623 | $3,235+12.0% | $2,722+33.1% | $4,779-24.2% |
| Participant deferral / active EE | $4,014 | $4,204-4.5% | $3,402+18.0% | $5,609-28.4% |
| Admin fee / account holder | $13,045 | $5,734+127.5% | $3,591+263.3% | $10,828+20.5% |