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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 | $141,695 | $167,352-15.3% | $143,788-1.5% | $134,509+5.3% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -16.15% | 0.47%-16.6pp | -0.03%-16.1pp | 418.13%-434.3pp |
| Employer contribution / active EE | $4,647 | $5,620-17.3% | $4,952-6.2% | $4,741-2.0% |
| Participant deferral / active EE | $5,768 | $6,447-10.5% | $5,638+2.3% | $6,400-9.9% |
| Admin fee / account holder | $3,139 | $18,091-82.6% | $14,675-78.6% | $11,427-72.5% |