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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 | $131,413 | $105,866+24.1% | $90,766+44.8% | $134,545-2.3% |
| Participation rate | 62.5% | 78.3%-15.8pp | 75.7%-13.2pp | 81.2%-18.7pp |
| Annual return | -7.18% | -10.99%+3.8pp | -12.16%+5.0pp | 418.37%-425.6pp |
| Employer contribution / active EE | $0 | $3,464-100.0% | $2,922-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,650 | $5,217-68.4% | $4,565-63.9% | $6,401-74.2% |
| Admin fee / account holder | $882 | $13,938-93.7% | $8,446-89.6% | $11,431-92.3% |