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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 | $118,401 | $167,522-29.3% | $151,639-21.9% | $134,532-12.0% |
| Participation rate | 55.6% | 88.4%-32.8pp | 87.5%-31.9pp | 81.2%-25.7pp |
| Annual return | -16.82% | 7.81%-24.6pp | 3.34%-20.2pp | 418.27%-435.1pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $10,166 | $8,986+13.1% | $8,363+21.5% | $6,401+58.8% |
| Admin fee / account holder | $9,427 | $13,780-31.6% | $11,613-18.8% | $11,429-17.5% |