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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 | $138,037 | $133,981+3.0% | $112,249+23.0% | $134,532+2.6% |
| Participation rate | 20.0% | 78.6%-58.6pp | 75.1%-55.1pp | 81.2%-61.2pp |
| Annual return | -16.47% | 47.16%-63.6pp | 27.48%-44.0pp | 418.27%-434.7pp |
| Employer contribution / active EE | $1,092 | $4,040-73.0% | $3,636-70.0% | $4,741-77.0% |
| Participant deferral / active EE | $2,480 | $5,292-53.1% | $4,729-47.6% | $6,401-61.3% |
| Admin fee / account holder | $4,277 | $7,492-42.9% | $6,412-33.3% | $11,429-62.6% |