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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 | $155,696 | $57,352+171.5% | $83,831+85.7% | $64,173+142.6% |
| Participation rate | 58.6% | 68.6%-10.0pp | 76.1%-17.5pp | 69.6%-10.9pp |
| Annual return | -5.71% | 11.38%-17.1pp | 850.99%-856.7pp | 7.63%-13.3pp |
| Employer contribution / active EE | $2,570 | $2,546+1.0% | $3,631-29.2% | $2,381+8.0% |
| Participant deferral / active EE | $6,649 | $2,993+122.1% | $4,082+62.9% | $3,470+91.6% |
| Admin fee / account holder | $4,334 | $4,046+7.1% | $5,479-20.9% | $4,887-11.3% |