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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 | $163,672 | $92,219+77.5% | $76,767+113.2% | $135,380+20.9% |
| Participation rate | 62.5% | 79.8%-17.3pp | 77.0%-14.5pp | 82.6%-20.1pp |
| Annual return | -5.33% | 5.46%-10.8pp | 2.43%-7.8pp | 519.81%-525.1pp |
| Employer contribution / active EE | $2,484 | $3,216-22.8% | $2,485-0.1% | $4,779-48.0% |
| Participant deferral / active EE | $7,388 | $4,508+63.9% | $3,852+91.8% | $5,609+31.7% |
| Admin fee / account holder | $21,836 | $10,749+103.1% | $6,675+227.1% | $10,828+101.7% |