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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 | $234,784 | $167,353+40.3% | $143,797+63.3% | $134,545+74.5% |
| Participation rate | 66.7% | 84.8%-18.2pp | 80.3%-13.7pp | 81.2%-14.6pp |
| Annual return | -11.22% | 0.48%-11.7pp | -0.04%-11.2pp | 418.37%-429.6pp |
| Employer contribution / active EE | $2,168 | $5,620-61.4% | $4,952-56.2% | $4,742-54.3% |
| Participant deferral / active EE | $4,059 | $6,447-37.0% | $5,638-28.0% | $6,401-36.6% |
| Admin fee / account holder | $7,608 | $18,096-58.0% | $14,679-48.2% | $11,431-33.4% |