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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 | $154,628 | $167,362-7.6% | $143,799+7.5% | $134,532+14.9% |
| Participation rate | 62.5% | 84.8%-22.3pp | 80.3%-17.8pp | 81.2%-18.7pp |
| Annual return | -8.78% | 0.47%-9.3pp | -0.04%-8.7pp | 418.27%-427.0pp |
| Employer contribution / active EE | $1,466 | $5,620-73.9% | $4,952-70.4% | $4,741-69.1% |
| Participant deferral / active EE | $5,451 | $6,447-15.5% | $5,638-3.3% | $6,401-14.8% |
| Admin fee / account holder | $2,037 | $18,094-88.7% | $14,677-86.1% | $11,429-82.2% |