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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 | $158,866 | $142,409+11.6% | $119,634+32.8% | $134,545+18.1% |
| Participation rate | 69.6% | 82.8%-13.3pp | 79.3%-9.7pp | 81.2%-11.7pp |
| Annual return | -14.39% | -12.46%-1.9pp | -14.98%+0.6pp | 418.37%-432.8pp |
| Employer contribution / active EE | $3,105 | $5,224-40.6% | $4,232-26.6% | $4,742-34.5% |
| Participant deferral / active EE | $6,373 | $6,468-1.5% | $5,601+13.8% | $6,401-0.4% |
| Admin fee / account holder | $12,028 | $13,594-11.5% | $10,329+16.4% | $11,431+5.2% |