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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 | $131,360 | $127,387+3.1% | $115,038+14.2% | $125,389+4.8% |
| Participation rate | 66.7% | 84.2%-17.5pp | 81.4%-14.7pp | 83.2%-16.5pp |
| Annual return | -0.73% | 31.28%-32.0pp | 26.14%-26.9pp | 282.24%-283.0pp |
| Employer contribution / active EE | $2,635 | $5,166-49.0% | $4,608-42.8% | $4,866-45.8% |
| Participant deferral / active EE | $9,084 | $6,423+41.4% | $6,026+50.7% | $5,352+69.8% |
| Admin fee / account holder | $1,927 | $9,516-79.8% | $8,175-76.4% | $9,541-79.8% |