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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 | $120,917 | $82,674+46.3% | $125,381-3.6% | $68,486+76.6% |
| Participation rate | 68.6% | 75.1%-6.5pp | 82.4%-13.8pp | 67.9%+0.7pp |
| Annual return | -14.45% | -5.97%-8.5pp | 572.31%-586.8pp | -7.85%-6.6pp |
| Employer contribution / active EE | $2,521 | $3,382-25.5% | $4,815-47.6% | $2,597-2.9% |
| Participant deferral / active EE | $7,075 | $6,111+15.8% | $7,448-5.0% | $4,028+75.7% |
| Admin fee / account holder | $13,261 | $6,277+111.3% | $10,007+32.5% | $5,404+145.4% |