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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 | $121,056 | $127,387-5.0% | $115,038+5.2% | $125,389-3.5% |
| Participation rate | 42.9% | 84.2%-41.3pp | 81.4%-38.5pp | 83.2%-40.3pp |
| Annual return | -2.48% | 31.28%-33.8pp | 26.14%-28.6pp | 282.24%-284.7pp |
| Employer contribution / active EE | $2,614 | $5,166-49.4% | $4,608-43.3% | $4,866-46.3% |
| Participant deferral / active EE | $2,893 | $6,423-55.0% | $6,026-52.0% | $5,352-45.9% |
| Admin fee / account holder | $4,255 | $9,516-55.3% | $8,175-48.0% | $9,541-55.4% |