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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 | $127,280 | $73,848+72.4% | $143,799-11.5% | $68,486+85.8% |
| Participation rate | 52.1% | 66.7%-14.5pp | 80.3%-28.2pp | 67.9%-15.8pp |
| Annual return | -10.31% | 0.91%-11.2pp | -0.04%-10.3pp | -7.85%-2.5pp |
| Employer contribution / active EE | $922 | $3,184-71.0% | $4,952-81.4% | $2,597-64.5% |
| Participant deferral / active EE | $3,831 | $3,385+13.2% | $5,638-32.1% | $4,028-4.9% |
| Admin fee / account holder | $4,931 | $5,755-14.3% | $14,677-66.4% | $5,404-8.7% |