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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 | $172,097 | $73,863+133.0% | $143,797+19.7% | $68,490+151.3% |
| Participation rate | 52.8% | 66.7%-13.9pp | 80.3%-27.5pp | 67.9%-15.1pp |
| Annual return | -16.35% | 0.91%-17.3pp | -0.04%-16.3pp | -7.85%-8.5pp |
| Employer contribution / active EE | $4,073 | $3,185+27.9% | $4,952-17.8% | $2,597+56.8% |
| Participant deferral / active EE | $7,374 | $3,385+117.9% | $5,638+30.8% | $4,028+83.1% |
| Admin fee / account holder | $29,781 | $5,756+417.4% | $14,679+102.9% | $5,403+451.2% |