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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 | $153,914 | $167,362-8.0% | $143,799+7.0% | $134,532+14.4% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -15.28% | 0.47%-15.8pp | -0.04%-15.2pp | 418.27%-433.5pp |
| Employer contribution / active EE | $1,413 | $5,620-74.9% | $4,952-71.5% | $4,741-70.2% |
| Participant deferral / active EE | $4,349 | $6,447-32.5% | $5,638-22.9% | $6,401-32.1% |
| Admin fee / account holder | $2,062 | $18,094-88.6% | $14,677-86.0% | $11,429-82.0% |