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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 | $170,252 | $54,370+213.1% | $82,763+105.7% | $68,490+148.6% |
| Participation rate | 66.7% | 63.9%+2.7pp | 72.6%-5.9pp | 67.9%-1.2pp |
| Annual return | -16.67% | -13.67%-3.0pp | 702.45%-719.1pp | -7.85%-8.8pp |
| Employer contribution / active EE | $2,466 | $2,219+11.1% | $3,008-18.0% | $2,597-5.0% |
| Participant deferral / active EE | $5,601 | $3,247+72.5% | $4,395+27.4% | $4,028+39.1% |
| Admin fee / account holder | $4,377 | $4,398-0.5% | $5,325-17.8% | $5,403-19.0% |