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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 | $117,145 | $82,674+41.7% | $125,381-6.6% | $68,486+71.1% |
| Participation rate | 60.2% | 75.1%-14.8pp | 82.4%-22.2pp | 67.9%-7.7pp |
| Annual return | -10.15% | -5.97%-4.2pp | 572.31%-582.5pp | -7.85%-2.3pp |
| Employer contribution / active EE | $2,605 | $3,382-23.0% | $4,815-45.9% | $2,597+0.3% |
| Participant deferral / active EE | $4,339 | $6,111-29.0% | $7,448-41.7% | $4,028+7.7% |
| Admin fee / account holder | $18,556 | $6,277+195.6% | $10,007+85.4% | $5,404+243.4% |