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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 | $153,921 | $167,362-8.0% | $143,799+7.0% | $134,532+14.4% |
| Participation rate | 60.0% | 84.8%-24.8pp | 80.3%-20.3pp | 81.2%-21.2pp |
| Annual return | -13.07% | 0.47%-13.5pp | -0.04%-13.0pp | 418.27%-431.3pp |
| Employer contribution / active EE | $11,840 | $5,620+110.7% | $4,952+139.1% | $4,741+149.7% |
| Participant deferral / active EE | $7,041 | $6,447+9.2% | $5,638+24.9% | $6,401+10.0% |
| Admin fee / account holder | $18,312 | $18,094+1.2% | $14,677+24.8% | $11,429+60.2% |