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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 | $171,627 | $133,983+28.1% | $112,244+52.9% | $134,493+27.6% |
| Participation rate | 60.0% | 78.6%-18.6pp | 75.1%-15.1pp | 81.2%-21.2pp |
| Annual return | -8.54% | 47.13%-55.7pp | 27.46%-36.0pp | 418.01%-426.6pp |
| Employer contribution / active EE | $1,590 | $4,039-60.6% | $3,635-56.2% | $4,740-66.4% |
| Participant deferral / active EE | $2,571 | $5,291-51.4% | $4,728-45.6% | $6,400-59.8% |
| Admin fee / account holder | $5,238 | $7,490-30.1% | $6,411-18.3% | $11,425-54.2% |