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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 | $112,401 | $107,806+4.3% | $90,655+24.0% | $135,382-17.0% |
| Participation rate | 55.6% | 78.0%-22.5pp | 74.0%-18.5pp | 82.6%-27.1pp |
| Annual return | -8.52% | -0.90%-7.6pp | 1.89%-10.4pp | 519.77%-528.3pp |
| Employer contribution / active EE | $730 | $3,018-75.8% | $2,532-71.2% | $4,779-84.7% |
| Participant deferral / active EE | $3,547 | $3,872-8.4% | $3,425+3.6% | $5,609-36.8% |
| Admin fee / account holder | $442 | $5,931-92.5% | $4,994-91.1% | $10,829-95.9% |