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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 | $157,060 | $57,352+173.9% | $83,830+87.4% | $64,173+144.7% |
| Participation rate | 34.5% | 68.6%-34.1pp | 76.1%-41.7pp | 69.6%-35.1pp |
| Annual return | -4.22% | 11.38%-15.6pp | 850.97%-855.2pp | 7.63%-11.9pp |
| Employer contribution / active EE | $1,553 | $2,546-39.0% | $3,631-57.2% | $2,381-34.8% |
| Participant deferral / active EE | $3,182 | $2,993+6.3% | $4,082-22.0% | $3,470-8.3% |
| Admin fee / account holder | $426 | $4,046-89.5% | $5,479-92.2% | $4,887-91.3% |