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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 | $132,593 | $152,597-13.1% | $117,533+12.8% | $134,532-1.4% |
| Participation rate | 20.0% | 77.1%-57.1pp | 70.6%-50.6pp | 81.2%-61.2pp |
| Annual return | -11.78% | 53.04%-64.8pp | 29.77%-41.5pp | 418.27%-430.0pp |
| Employer contribution / active EE | $648 | $5,576-88.4% | $4,179-84.5% | $4,741-86.3% |
| Participant deferral / active EE | $1,740 | $4,821-63.9% | $4,072-57.3% | $6,401-72.8% |
| Admin fee / account holder | $1,522 | $7,007-78.3% | $5,647-73.1% | $11,429-86.7% |