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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 | $149,202 | $110,083+35.5% | $151,639-1.6% | $68,486+117.9% |
| Participation rate | 65.9% | 84.0%-18.0pp | 87.5%-21.6pp | 67.9%-2.0pp |
| Annual return | -15.16% | -10.12%-5.0pp | 3.34%-18.5pp | -7.85%-7.3pp |
| Employer contribution / active EE | $3,364 | $4,470-24.7% | $6,165-45.4% | $2,597+29.6% |
| Participant deferral / active EE | $8,721 | $6,526+33.6% | $8,363+4.3% | $4,028+116.5% |
| Admin fee / account holder | $8,135 | $7,718+5.4% | $11,613-29.9% | $5,404+50.5% |