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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 | $175,132 | $92,219+89.9% | $76,768+128.1% | $135,379+29.4% |
| Participation rate | 61.5% | 79.8%-18.2pp | 77.0%-15.4pp | 82.6%-21.1pp |
| Annual return | -4.29% | 5.46%-9.8pp | 2.43%-6.7pp | 519.79%-524.1pp |
| Employer contribution / active EE | $1,368 | $3,216-57.5% | $2,485-45.0% | $4,779-71.4% |
| Participant deferral / active EE | $3,319 | $4,508-26.4% | $3,852-13.8% | $5,609-40.8% |
| Admin fee / account holder | $8,478 | $10,749-21.1% | $6,675+27.0% | $10,828-21.7% |