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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 | $164,936 | $97,881+68.5% | $80,004+106.2% | $125,389+31.5% |
| Participation rate | 54.5% | 77.9%-23.3pp | 73.0%-18.5pp | 83.2%-28.6pp |
| Annual return | -3.00% | 9.36%-12.4pp | 7.63%-10.6pp | 282.24%-285.2pp |
| Employer contribution / active EE | $1,663 | $3,128-46.8% | $2,473-32.7% | $4,866-65.8% |
| Participant deferral / active EE | $5,318 | $3,744+42.0% | $3,204+66.0% | $5,352-0.6% |
| Admin fee / account holder | $1,637 | $6,278-73.9% | $5,033-67.5% | $9,541-82.8% |