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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 | $93,158 | $167,362-44.3% | $143,799-35.2% | $134,532-30.8% |
| Participation rate | 64.3% | 84.8%-20.5pp | 80.3%-16.0pp | 81.2%-16.9pp |
| Annual return | -18.81% | 0.47%-19.3pp | -0.04%-18.8pp | 418.27%-437.1pp |
| Employer contribution / active EE | $6,443 | $5,620+14.6% | $4,952+30.1% | $4,741+35.9% |
| Participant deferral / active EE | $12,747 | $6,447+97.7% | $5,638+126.1% | $6,401+99.1% |
| Admin fee / account holder | $34,437 | $18,094+90.3% | $14,677+134.6% | $11,429+201.3% |