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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 | $103,601 | $133,981-22.7% | $112,249-7.7% | $134,532-23.0% |
| Participation rate | 69.2% | 78.6%-9.3pp | 75.1%-5.8pp | 81.2%-12.0pp |
| Annual return | -17.42% | 47.16%-64.6pp | 27.48%-44.9pp | 418.27%-435.7pp |
| Employer contribution / active EE | $1,339 | $4,040-66.9% | $3,636-63.2% | $4,741-71.8% |
| Participant deferral / active EE | $1,470 | $5,292-72.2% | $4,729-68.9% | $6,401-77.0% |
| Admin fee / account holder | $11,877 | $7,492+58.5% | $6,412+85.2% | $11,429+3.9% |