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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 | $188,005 | $211,946-11.3% | $169,452+10.9% | $135,379+38.9% |
| Participation rate | 66.7% | 82.6%-16.0pp | 77.8%-11.1pp | 82.6%-16.0pp |
| Annual return | -5.59% | 3.26%-8.9pp | 1.83%-7.4pp | 519.79%-525.4pp |
| Employer contribution / active EE | $3,969 | $5,117-22.4% | $4,157-4.5% | $4,779-16.9% |
| Participant deferral / active EE | $3,355 | $6,075-44.8% | $5,277-36.4% | $5,609-40.2% |
| Admin fee / account holder | $4,689 | $11,472-59.1% | $9,110-48.5% | $10,828-56.7% |