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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 | $140,053 | $167,362-16.3% | $143,799-2.6% | $134,532+4.1% |
| Participation rate | 25.0% | 84.8%-59.8pp | 80.3%-55.3pp | 81.2%-56.2pp |
| Annual return | -13.91% | 0.47%-14.4pp | -0.04%-13.9pp | 418.27%-432.2pp |
| Employer contribution / active EE | $12,649 | $5,620+125.1% | $4,952+155.4% | $4,741+166.8% |
| Participant deferral / active EE | $8,009 | $6,447+24.2% | $5,638+42.0% | $6,401+25.1% |
| Admin fee / account holder | $558 | $18,094-96.9% | $14,677-96.2% | $11,429-95.1% |