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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 | $191,296 | $167,362+14.3% | $143,799+33.0% | $134,532+42.2% |
| Participation rate | 69.2% | 84.8%-15.6pp | 80.3%-11.1pp | 81.2%-12.0pp |
| Annual return | -16.67% | 0.47%-17.1pp | -0.04%-16.6pp | 418.27%-434.9pp |
| Employer contribution / active EE | $1,876 | $5,620-66.6% | $4,952-62.1% | $4,741-60.4% |
| Participant deferral / active EE | $4,118 | $6,447-36.1% | $5,638-27.0% | $6,401-35.7% |
| Admin fee / account holder | $4,424 | $18,094-75.5% | $14,677-69.9% | $11,429-61.3% |