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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 | $114,437 | $142,409-19.6% | $119,634-4.3% | $134,545-14.9% |
| Participation rate | 63.6% | 82.8%-19.2pp | 79.3%-15.6pp | 81.2%-17.6pp |
| Annual return | -13.94% | -12.46%-1.5pp | -14.98%+1.0pp | 418.37%-432.3pp |
| Employer contribution / active EE | $13,636 | $5,224+161.0% | $4,232+222.2% | $4,742+187.6% |
| Participant deferral / active EE | $4,196 | $6,468-35.1% | $5,601-25.1% | $6,401-34.4% |
| Admin fee / account holder | $20,153 | $13,594+48.2% | $10,329+95.1% | $11,431+76.3% |