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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 | $129,177 | $167,362-22.8% | $143,799-10.2% | $134,532-4.0% |
| Participation rate | 66.7% | 84.8%-18.2pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -18.23% | 0.47%-18.7pp | -0.04%-18.2pp | 418.27%-436.5pp |
| Employer contribution / active EE | $4,483 | $5,620-20.2% | $4,952-9.5% | $4,741-5.5% |
| Participant deferral / active EE | $3,333 | $6,447-48.3% | $5,638-40.9% | $6,401-47.9% |
| Admin fee / account holder | $47,919 | $18,094+164.8% | $14,677+226.5% | $11,429+319.3% |