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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 | $158,181 | $64,719+144.4% | $112,249+40.9% | $68,486+131.0% |
| Participation rate | 63.5% | 67.2%-3.7pp | 75.1%-11.6pp | 67.9%-4.4pp |
| Annual return | -15.72% | -11.40%-4.3pp | 27.48%-43.2pp | -7.85%-7.9pp |
| Employer contribution / active EE | $10,554 | $2,747+284.2% | $3,636+190.3% | $2,597+306.5% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,729-100.0% | $4,028-100.0% |
| Admin fee / account holder | $5,051 | $5,232-3.5% | $6,412-21.2% | $5,404-6.5% |