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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 | $153,947 | $110,083+39.8% | $151,628+1.5% | $68,495+124.8% |
| Participation rate | 66.7% | 84.0%-17.3pp | 87.5%-20.8pp | 67.9%-1.2pp |
| Annual return | -14.04% | -10.12%-3.9pp | 3.34%-17.4pp | -7.84%-6.2pp |
| Employer contribution / active EE | $1,433 | $4,470-67.9% | $6,165-76.8% | $2,596-44.8% |
| Participant deferral / active EE | $9,593 | $6,526+47.0% | $8,363+14.7% | $4,028+138.2% |
| Admin fee / account holder | $108,625 | $7,718+1307.5% | $11,613+835.4% | $5,403+1910.3% |