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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 | $128,503 | $131,835-2.5% | $108,582+18.3% | $273,972-53.1% |
| Participation rate | 50.0% | 83.5%-33.5pp | 79.6%-29.6pp | 83.0%-33.0pp |
| Annual return | 3.43% | -91.57%+95.0pp | -51.70%+55.1pp | 41.46%-38.0pp |
| Employer contribution / active EE | $12,581 | $4,913+156.1% | $3,758+234.8% | $4,869+158.4% |
| Participant deferral / active EE | $9,677 | $5,127+88.7% | $4,311+124.5% | $5,287+83.0% |
| Admin fee / account holder | $9,484 | $10,253-7.5% | $7,645+24.0% | $10,133-6.4% |