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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 | $121,164 | $167,353-27.6% | $143,797-15.7% | $134,545-9.9% |
| Participation rate | 66.7% | 84.8%-18.2pp | 80.3%-13.7pp | 81.2%-14.6pp |
| Annual return | -12.56% | 0.48%-13.0pp | -0.04%-12.5pp | 418.37%-430.9pp |
| Employer contribution / active EE | $1,820 | $5,620-67.6% | $4,952-63.2% | $4,742-61.6% |
| Participant deferral / active EE | $9,000 | $6,447+39.6% | $5,638+59.6% | $6,401+40.6% |
| Admin fee / account holder | $5,899 | $18,096-67.4% | $14,679-59.8% | $11,431-48.4% |