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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 | $117,685 | $47,553+147.5% | $136,867-14.0% | $69,733+68.8% |
| Participation rate | 64.1% | 61.4%+2.7pp | 74.5%-10.4pp | 62.5%+1.7pp |
| Annual return | 12.21% | -91.50%+103.7pp | 42.97%-30.8pp | 15.22%-3.0pp |
| Employer contribution / active EE | $817 | $2,087-60.8% | $3,547-77.0% | $2,250-63.7% |
| Participant deferral / active EE | $5,212 | $2,300+126.6% | $4,924+5.9% | $3,054+70.6% |
| Admin fee / account holder | $7,007 | $3,496+100.4% | $10,340-32.2% | $3,102+125.9% |