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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 | $136,290 | $167,362-18.6% | $143,799-5.2% | $134,532+1.3% |
| Participation rate | 66.7% | 84.8%-18.2pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -15.75% | 0.47%-16.2pp | -0.04%-15.7pp | 418.27%-434.0pp |
| Employer contribution / active EE | $1,612 | $5,620-71.3% | $4,952-67.5% | $4,741-66.0% |
| Participant deferral / active EE | $4,442 | $6,447-31.1% | $5,638-21.2% | $6,401-30.6% |
| Admin fee / account holder | $6,423 | $18,094-64.5% | $14,677-56.2% | $11,429-43.8% |