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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 | $42,910+238.7% | $60,919+138.6% | $68,490+112.2% |
| Participation rate | 62.7% | 66.8%-4.0pp | 73.1%-10.4pp | 67.9%-5.2pp |
| Annual return | -14.52% | -13.99%-0.5pp | 16.96%-31.5pp | -7.85%-6.7pp |
| Employer contribution / active EE | $2,474 | $1,978+25.0% | $2,704-8.5% | $2,597-4.7% |
| Participant deferral / active EE | $3,945 | $2,866+37.7% | $3,814+3.4% | $4,028-2.0% |
| Admin fee / account holder | $15,607 | $3,104+402.7% | $3,228+383.5% | $5,403+188.9% |