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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 | $122,849 | $42,910+186.3% | $60,919+101.7% | $68,490+79.4% |
| Participation rate | 49.3% | 66.8%-17.5pp | 73.1%-23.8pp | 67.9%-18.6pp |
| Annual return | -14.95% | -13.99%-1.0pp | 16.96%-31.9pp | -7.85%-7.1pp |
| Employer contribution / active EE | $3,048 | $1,978+54.0% | $2,704+12.7% | $2,597+17.4% |
| Participant deferral / active EE | $3,417 | $2,866+19.2% | $3,814-10.4% | $4,028-15.2% |
| Admin fee / account holder | $13,040 | $3,104+320.1% | $3,228+304.0% | $5,403+141.4% |