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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 | $153,281 | $100,811+52.0% | $86,698+76.8% | $134,545+13.9% |
| Participation rate | 57.9% | 79.0%-21.1pp | 76.6%-18.7pp | 81.2%-23.3pp |
| Annual return | -16.69% | 29.11%-45.8pp | 35.96%-52.7pp | 418.37%-435.1pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $3,181 | $5,339-40.4% | $4,656-31.7% | $6,401-50.3% |
| Admin fee / account holder | $5,423 | $10,926-50.4% | $7,492-27.6% | $11,431-52.6% |