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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 | $147,912 | $167,362-11.6% | $143,799+2.9% | $134,532+9.9% |
| Participation rate | 57.1% | 84.8%-27.7pp | 80.3%-23.2pp | 81.2%-24.1pp |
| Annual return | -18.38% | 0.47%-18.9pp | -0.04%-18.3pp | 418.27%-436.6pp |
| Employer contribution / active EE | $2,224 | $5,620-60.4% | $4,952-55.1% | $4,741-53.1% |
| Participant deferral / active EE | $7,899 | $6,447+22.5% | $5,638+40.1% | $6,401+23.4% |
| Admin fee / account holder | $335 | $18,094-98.1% | $14,677-97.7% | $11,429-97.1% |