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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 | $143,394 | $105,866+35.4% | $90,766+58.0% | $134,545+6.6% |
| Participation rate | 44.4% | 78.3%-33.8pp | 75.7%-31.3pp | 81.2%-36.8pp |
| Annual return | -17.22% | -10.99%-6.2pp | -12.16%-5.1pp | 418.37%-435.6pp |
| Employer contribution / active EE | $1,951 | $3,464-43.7% | $2,922-33.2% | $4,742-58.8% |
| Participant deferral / active EE | $0 | $5,217-100.0% | $4,565-100.0% | $6,401-100.0% |
| Admin fee / account holder | $8,736 | $13,938-37.3% | $8,446+3.4% | $11,431-23.6% |