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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 | $174,446 | $167,353+4.2% | $143,797+21.3% | $134,545+29.7% |
| Participation rate | 55.6% | 84.8%-29.3pp | 80.3%-24.8pp | 81.2%-25.7pp |
| Annual return | -18.09% | 0.48%-18.6pp | -0.04%-18.1pp | 418.37%-436.5pp |
| Employer contribution / active EE | $1,849 | $5,620-67.1% | $4,952-62.7% | $4,742-61.0% |
| Participant deferral / active EE | $6,417 | $6,447-0.5% | $5,638+13.8% | $6,401+0.2% |
| Admin fee / account holder | $2,040 | $18,096-88.7% | $14,679-86.1% | $11,431-82.1% |