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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 | $99,330 | $64,719+53.5% | $112,249-11.5% | $68,486+45.0% |
| Participation rate | 44.6% | 67.2%-22.5pp | 75.1%-30.4pp | 67.9%-23.3pp |
| Annual return | -19.20% | -11.40%-7.8pp | 27.48%-46.7pp | -7.85%-11.3pp |
| Employer contribution / active EE | $1,560 | $2,747-43.2% | $3,636-57.1% | $2,597-39.9% |
| Participant deferral / active EE | $2,734 | $3,565-23.3% | $4,729-42.2% | $4,028-32.1% |
| Admin fee / account holder | $1,132 | $5,232-78.4% | $6,412-82.3% | $5,404-79.0% |