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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 | $144,385 | $134,001+7.7% | $112,258+28.6% | $134,509+7.3% |
| Participation rate | 62.5% | 78.6%-16.1pp | 75.1%-12.6pp | 81.2%-18.7pp |
| Annual return | -18.57% | 47.15%-65.7pp | 27.47%-46.0pp | 418.13%-436.7pp |
| Employer contribution / active EE | $2,589 | $4,039-35.9% | $3,636-28.8% | $4,741-45.4% |
| Participant deferral / active EE | $5,684 | $5,291+7.4% | $4,728+20.2% | $6,400-11.2% |
| Admin fee / account holder | $1,400 | $7,491-81.3% | $6,411-78.2% | $11,427-87.7% |