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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 | $176,565 | $140,592+25.6% | $123,105+43.4% | $125,389+40.8% |
| Participation rate | 25.0% | 88.2%-63.2pp | 86.8%-61.8pp | 83.2%-58.2pp |
| Annual return | -2.72% | 16.80%-19.5pp | 13.22%-15.9pp | 282.24%-285.0pp |
| Employer contribution / active EE | $2,519 | $6,041-58.3% | $5,151-51.1% | $4,866-48.2% |
| Participant deferral / active EE | $4,500 | $6,980-35.5% | $6,229-27.8% | $5,352-15.9% |
| Admin fee / account holder | $2,187 | $11,198-80.5% | $9,014-75.7% | $9,541-77.1% |