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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 | $150,044 | $49,177+205.1% | $79,466+88.8% | $64,173+133.8% |
| Participation rate | 51.1% | 65.0%-13.9pp | 73.3%-22.2pp | 69.6%-18.5pp |
| Annual return | -7.03% | -1.16%-5.9pp | 718.28%-725.3pp | 7.63%-14.7pp |
| Employer contribution / active EE | $4,902 | $2,076+136.1% | $2,800+75.1% | $2,381+105.9% |
| Participant deferral / active EE | $4,109 | $2,821+45.6% | $3,704+10.9% | $3,470+18.4% |
| Admin fee / account holder | $1,013 | $3,839-73.6% | $5,104-80.2% | $4,887-79.3% |