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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 | $131,150 | $140,592-6.7% | $123,105+6.5% | $125,389+4.6% |
| Participation rate | 66.7% | 88.2%-21.5pp | 86.8%-20.1pp | 83.2%-16.5pp |
| Annual return | -1.80% | 16.80%-18.6pp | 13.22%-15.0pp | 282.24%-284.0pp |
| Employer contribution / active EE | $4,857 | $6,041-19.6% | $5,151-5.7% | $4,866-0.2% |
| Participant deferral / active EE | $11,300 | $6,980+61.9% | $6,229+81.4% | $5,352+111.2% |
| Admin fee / account holder | $50,000 | $11,198+346.5% | $9,014+454.7% | $9,541+424.1% |