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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 | $139,239 | $82,674+68.4% | $125,381+11.1% | $68,486+103.3% |
| Participation rate | 69.0% | 75.1%-6.1pp | 82.4%-13.4pp | 67.9%+1.1pp |
| Annual return | -15.58% | -5.97%-9.6pp | 572.31%-587.9pp | -7.85%-7.7pp |
| Employer contribution / active EE | $3,674 | $3,382+8.6% | $4,815-23.7% | $2,597+41.5% |
| Participant deferral / active EE | $9,500 | $6,111+55.5% | $7,448+27.6% | $4,028+135.9% |
| Admin fee / account holder | $7,809 | $6,277+24.4% | $10,007-22.0% | $5,404+44.5% |