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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 | $216,146 | $127,100+70.1% | $105,738+104.4% | $135,382+59.7% |
| Participation rate | 42.1% | 82.7%-40.6pp | 76.3%-34.2pp | 82.6%-40.5pp |
| Annual return | -5.45% | 4.49%-9.9pp | 6.27%-11.7pp | 519.77%-525.2pp |
| Employer contribution / active EE | $1,086 | $4,107-73.5% | $3,268-66.8% | $4,779-77.3% |
| Participant deferral / active EE | $1,366 | $5,064-73.0% | $4,080-66.5% | $5,609-75.7% |
| Admin fee / account holder | $1,859 | $9,087-79.5% | $6,913-73.1% | $10,829-82.8% |