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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 | $152,346 | $175,646-13.3% | $129,118+18.0% | $134,545+13.2% |
| Participation rate | 57.1% | 81.6%-24.4pp | 77.2%-20.1pp | 81.2%-24.1pp |
| Annual return | -13.76% | -11.39%-2.4pp | -10.94%-2.8pp | 418.37%-432.1pp |
| Employer contribution / active EE | $0 | $6,355-100.0% | $5,051-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $7,662 | $7,970-3.9% | $6,539+17.2% | $6,401+19.7% |
| Admin fee / account holder | $2,039 | $23,578-91.4% | $14,305-85.7% | $11,431-82.2% |