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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 | $144,447 | $142,409+1.4% | $119,634+20.7% | $134,545+7.4% |
| Participation rate | 61.5% | 82.8%-21.3pp | 79.3%-17.7pp | 81.2%-19.7pp |
| Annual return | -16.79% | -12.46%-4.3pp | -14.98%-1.8pp | 418.37%-435.2pp |
| Employer contribution / active EE | $1,174 | $5,224-77.5% | $4,232-72.3% | $4,742-75.2% |
| Participant deferral / active EE | $2,354 | $6,468-63.6% | $5,601-58.0% | $6,401-63.2% |
| Admin fee / account holder | $3,046 | $13,594-77.6% | $10,329-70.5% | $11,431-73.3% |