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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 | $146,827 | $167,362-12.3% | $143,799+2.1% | $134,532+9.1% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -15.71% | 0.47%-16.2pp | -0.04%-15.7pp | 418.27%-434.0pp |
| Employer contribution / active EE | $1,219 | $5,620-78.3% | $4,952-75.4% | $4,741-74.3% |
| Participant deferral / active EE | $5,250 | $6,447-18.6% | $5,638-6.9% | $6,401-18.0% |
| Admin fee / account holder | $2,117 | $18,094-88.3% | $14,677-85.6% | $11,429-81.5% |