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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 | $163,170 | $82,678+97.4% | $125,391+30.1% | $68,490+138.2% |
| Participation rate | 68.4% | 75.1%-6.6pp | 82.4%-14.0pp | 67.9%+0.5pp |
| Annual return | -6.69% | -5.97%-0.7pp | 572.41%-579.1pp | -7.85%+1.2pp |
| Employer contribution / active EE | $2,664 | $3,382-21.2% | $4,816-44.7% | $2,597+2.6% |
| Participant deferral / active EE | $7,694 | $6,111+25.9% | $7,448+3.3% | $4,028+91.0% |
| Admin fee / account holder | $8,727 | $6,277+39.0% | $10,009-12.8% | $5,403+61.5% |