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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 | $99,173 | $42,909+131.1% | $60,906+62.8% | $68,486+44.8% |
| Participation rate | 60.0% | 66.8%-6.8pp | 73.1%-13.1pp | 67.9%-7.9pp |
| Annual return | -13.56% | -13.99%+0.4pp | 16.94%-30.5pp | -7.85%-5.7pp |
| Employer contribution / active EE | $2,714 | $1,979+37.2% | $2,703+0.4% | $2,597+4.5% |
| Participant deferral / active EE | $3,632 | $2,866+26.7% | $3,814-4.8% | $4,028-9.8% |
| Admin fee / account holder | $2,138 | $3,104-31.1% | $3,227-33.7% | $5,404-60.4% |