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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 | $162,542 | $167,352-2.9% | $143,788+13.0% | $134,509+20.8% |
| Participation rate | 40.0% | 84.8%-44.8pp | 80.3%-40.3pp | 81.2%-41.2pp |
| Annual return | -19.98% | 0.47%-20.4pp | -0.03%-19.9pp | 418.13%-438.1pp |
| Employer contribution / active EE | $1,866 | $5,620-66.8% | $4,952-62.3% | $4,741-60.6% |
| Participant deferral / active EE | $5,674 | $6,447-12.0% | $5,638+0.6% | $6,400-11.4% |
| Admin fee / account holder | $1,167 | $18,091-93.6% | $14,675-92.1% | $11,427-89.8% |