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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 | $190,072 | $167,533+13.5% | $151,645+25.3% | $134,545+41.3% |
| Participation rate | 60.0% | 88.4%-28.4pp | 87.5%-27.5pp | 81.2%-21.2pp |
| Annual return | -17.36% | 7.81%-25.2pp | 3.34%-20.7pp | 418.37%-435.7pp |
| Employer contribution / active EE | $2,414 | $6,828-64.6% | $6,165-60.8% | $4,742-49.1% |
| Participant deferral / active EE | $7,885 | $8,985-12.2% | $8,363-5.7% | $6,401+23.2% |
| Admin fee / account holder | $2,195 | $13,781-84.1% | $11,614-81.1% | $11,431-80.8% |