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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 | $86,203 | $27,639+211.9% | $61,501+40.2% | $68,490+25.9% |
| Participation rate | 55.2% | 39.5%+15.7pp | 52.6%+2.6pp | 67.9%-12.7pp |
| Annual return | -16.95% | -13.19%-3.8pp | 339.04%-356.0pp | -7.85%-9.1pp |
| Employer contribution / active EE | $1,198 | $696+72.2% | $1,160+3.3% | $2,597-53.9% |
| Participant deferral / active EE | $3,063 | $1,264+142.4% | $2,125+44.2% | $4,028-23.9% |
| Admin fee / account holder | $2,348 | $2,012+16.7% | $2,132+10.1% | $5,403-56.5% |