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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 | $126,754 | $167,353-24.3% | $143,797-11.9% | $134,545-5.8% |
| Participation rate | 66.7% | 84.8%-18.2pp | 80.3%-13.7pp | 81.2%-14.6pp |
| Annual return | -9.79% | 0.48%-10.3pp | -0.04%-9.8pp | 418.37%-428.2pp |
| Employer contribution / active EE | $2,919 | $5,620-48.1% | $4,952-41.1% | $4,742-38.4% |
| Participant deferral / active EE | $5,469 | $6,447-15.2% | $5,638-3.0% | $6,401-14.6% |
| Admin fee / account holder | $5,642 | $18,096-68.8% | $14,679-61.6% | $11,431-50.6% |