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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 | $194,681 | $71,878+170.8% | $86,698+124.5% | $68,486+184.3% |
| Participation rate | 58.7% | 72.2%-13.6pp | 76.6%-17.9pp | 67.9%-9.2pp |
| Annual return | -12.57% | 3.53%-16.1pp | 35.95%-48.5pp | -7.85%-4.7pp |
| Employer contribution / active EE | $1,072 | $2,173-50.7% | $2,837-62.2% | $2,597-58.7% |
| Participant deferral / active EE | $4,279 | $3,779+13.2% | $4,656-8.1% | $4,028+6.2% |
| Admin fee / account holder | $20,320 | $6,113+232.4% | $7,493+171.2% | $5,404+276.0% |