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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 | $244,249 | $127,387+91.7% | $115,038+112.3% | $125,389+94.8% |
| Participation rate | 57.1% | 84.2%-27.0pp | 81.4%-24.2pp | 83.2%-26.0pp |
| Annual return | -1.50% | 31.28%-32.8pp | 26.14%-27.6pp | 282.24%-283.7pp |
| Employer contribution / active EE | $2,093 | $5,166-59.5% | $4,608-54.6% | $4,866-57.0% |
| Participant deferral / active EE | $7,758 | $6,423+20.8% | $6,026+28.7% | $5,352+45.0% |
| Admin fee / account holder | $5,283 | $9,516-44.5% | $8,175-35.4% | $9,541-44.6% |