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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 | $162,761 | $97,020+67.8% | $83,327+95.3% | $135,380+20.2% |
| Participation rate | 60.0% | 80.4%-20.4pp | 77.8%-17.8pp | 82.6%-22.6pp |
| Annual return | -5.30% | 12.31%-17.6pp | 10.64%-15.9pp | 519.81%-525.1pp |
| Employer contribution / active EE | $1,998 | $4,144-51.8% | $3,379-40.9% | $4,779-58.2% |
| Participant deferral / active EE | $7,250 | $5,964+21.6% | $5,565+30.3% | $5,609+29.3% |
| Admin fee / account holder | $47,185 | $8,426+460.0% | $7,540+525.8% | $10,828+335.8% |