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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 | $145,342 | $42,917+238.7% | $60,899+138.7% | $68,495+112.2% |
| Participation rate | 62.7% | 66.8%-4.0pp | 73.1%-10.4pp | 67.9%-5.1pp |
| Annual return | -14.52% | -13.99%-0.5pp | 16.92%-31.4pp | -7.84%-6.7pp |
| Employer contribution / active EE | $2,474 | $1,979+25.0% | $2,702-8.5% | $2,596-4.7% |
| Participant deferral / active EE | $3,945 | $2,867+37.6% | $3,817+3.4% | $4,028-2.0% |
| Admin fee / account holder | $15,607 | $3,102+403.1% | $3,225+383.9% | $5,403+188.8% |