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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 | $113,304 | $167,352-32.3% | $143,788-21.2% | $134,509-15.8% |
| Participation rate | 66.7% | 84.8%-18.1pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -11.07% | 0.47%-11.5pp | -0.03%-11.0pp | 418.13%-429.2pp |
| Employer contribution / active EE | $1,733 | $5,620-69.2% | $4,952-65.0% | $4,741-63.4% |
| Participant deferral / active EE | $9,000 | $6,447+39.6% | $5,638+59.6% | $6,400+40.6% |
| Admin fee / account holder | $35,981 | $18,091+98.9% | $14,675+145.2% | $11,427+214.9% |