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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 | $142,717 | $167,362-14.7% | $143,799-0.8% | $134,532+6.1% |
| Participation rate | 66.7% | 84.8%-18.2pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -17.58% | 0.47%-18.1pp | -0.04%-17.5pp | 418.27%-435.8pp |
| Employer contribution / active EE | $1,627 | $5,620-71.1% | $4,952-67.1% | $4,741-65.7% |
| Participant deferral / active EE | $4,741 | $6,447-26.5% | $5,638-15.9% | $6,401-25.9% |
| Admin fee / account holder | $3,711 | $18,094-79.5% | $14,677-74.7% | $11,429-67.5% |