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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 | $120,463 | $154,193-21.9% | $130,045-7.4% | $139,466-13.6% |
| Participation rate | 57.1% | 82.0%-24.8pp | 78.5%-21.4pp | 80.3%-23.2pp |
| Annual return | 12.73% | 32.51%-19.8pp | -137.30%+150.0pp | 373.66%-360.9pp |
| Employer contribution / active EE | $1,774 | $5,292-66.5% | $4,321-59.0% | $4,754-62.7% |
| Participant deferral / active EE | $5,198 | $6,709-22.5% | $5,820-10.7% | $6,712-22.6% |
| Admin fee / account holder | $1,833 | $13,989-86.9% | $10,600-82.7% | $11,409-83.9% |