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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 | $189,807 | $167,533+13.3% | $151,645+25.2% | $134,545+41.1% |
| Participation rate | 53.3% | 88.4%-35.0pp | 87.5%-34.2pp | 81.2%-27.9pp |
| Annual return | -13.49% | 7.81%-21.3pp | 3.34%-16.8pp | 418.37%-431.9pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $5,548 | $8,985-38.3% | $8,363-33.7% | $6,401-13.3% |
| Admin fee / account holder | $11,897 | $13,781-13.7% | $11,614+2.4% | $11,431+4.1% |