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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 | $136,504 | $167,352-18.4% | $143,788-5.1% | $134,509+1.5% |
| Participation rate | 66.7% | 84.8%-18.1pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -19.46% | 0.47%-19.9pp | -0.03%-19.4pp | 418.13%-437.6pp |
| Employer contribution / active EE | $2,950 | $5,620-47.5% | $4,952-40.4% | $4,741-37.8% |
| Participant deferral / active EE | $8,358 | $6,447+29.6% | $5,638+48.2% | $6,400+30.6% |
| Admin fee / account holder | $35,004 | $18,091+93.5% | $14,675+138.5% | $11,427+206.3% |