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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 | $121,562 | $78,694+54.5% | $67,653+79.7% | $125,388-3.1% |
| Participation rate | 64.7% | 78.8%-14.1pp | 75.7%-11.0pp | 83.2%-18.5pp |
| Annual return | -1.53% | 9.46%-11.0pp | 6625.22%-6626.8pp | 282.24%-283.8pp |
| Employer contribution / active EE | $1,388 | $3,044-54.4% | $2,266-38.7% | $4,866-71.5% |
| Participant deferral / active EE | $5,918 | $4,292+37.9% | $3,560+66.3% | $5,352+10.6% |
| Admin fee / account holder | $4,761 | $7,403-35.7% | $4,821-1.2% | $9,541-50.1% |