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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 | $157,163 | $72,404+117.1% | $110,241+42.6% | $64,181+144.9% |
| Participation rate | 60.0% | 73.3%-13.3pp | 79.8%-19.8pp | 69.6%-9.6pp |
| Annual return | -6.06% | -6.29%+0.2pp | 314.75%-320.8pp | 7.63%-13.7pp |
| Employer contribution / active EE | $2,962 | $2,282+29.8% | $3,827-22.6% | $2,381+24.4% |
| Participant deferral / active EE | $6,891 | $3,469+98.6% | $4,672+47.5% | $3,470+98.6% |
| Admin fee / account holder | $2,637 | $5,664-53.4% | $8,548-69.1% | $4,887-46.0% |