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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 | $139,046 | $142,409-2.4% | $119,634+16.2% | $134,545+3.3% |
| Participation rate | 57.1% | 82.8%-25.7pp | 79.3%-22.1pp | 81.2%-24.1pp |
| Annual return | 2.45% | -12.46%+14.9pp | -14.98%+17.4pp | 418.37%-415.9pp |
| Employer contribution / active EE | $9,524 | $5,224+82.3% | $4,232+125.0% | $4,742+100.9% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $5,601-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,746 | $13,594-87.2% | $10,329-83.1% | $11,431-84.7% |