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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 | $121,434 | $78,694+54.3% | $67,652+79.5% | $125,389-3.2% |
| Participation rate | 57.1% | 78.8%-21.7pp | 75.7%-18.5pp | 83.2%-26.0pp |
| Annual return | -2.40% | 9.46%-11.9pp | 6625.40%-6627.8pp | 282.24%-284.6pp |
| Employer contribution / active EE | $2,884 | $3,044-5.3% | $2,266+27.3% | $4,866-40.7% |
| Participant deferral / active EE | $7,597 | $4,292+77.0% | $3,560+113.4% | $5,352+42.0% |
| Admin fee / account holder | $1,918 | $7,403-74.1% | $4,821-60.2% | $9,541-79.9% |