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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 | $142,242 | $167,352-15.0% | $143,788-1.1% | $134,509+5.7% |
| Participation rate | 57.1% | 84.8%-27.7pp | 80.3%-23.2pp | 81.2%-24.1pp |
| Annual return | -17.61% | 0.47%-18.1pp | -0.03%-17.6pp | 418.13%-435.7pp |
| Employer contribution / active EE | $2,389 | $5,620-57.5% | $4,952-51.8% | $4,741-49.6% |
| Participant deferral / active EE | $10,350 | $6,447+60.5% | $5,638+83.6% | $6,400+61.7% |
| Admin fee / account holder | $943 | $18,091-94.8% | $14,675-93.6% | $11,427-91.8% |