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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 | $141,471 | $73,009+93.8% | $90,760+55.9% | $68,486+106.6% |
| Participation rate | 0.0% | 70.8%-70.8pp | 75.7%-75.7pp | 67.9%-67.9pp |
| Annual return | -15.23% | -13.81%-1.4pp | -12.16%-3.1pp | -7.85%-7.4pp |
| Employer contribution / active EE | $2,095 | $2,193-4.5% | $2,922-28.3% | $2,597-19.3% |
| Participant deferral / active EE | $4,505 | $3,626+24.2% | $4,565-1.3% | $4,028+11.8% |
| Admin fee / account holder | $6,063 | $5,896+2.8% | $8,444-28.2% | $5,404+12.2% |