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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 | $141,404 | $71,872+96.7% | $86,691+63.1% | $68,495+106.4% |
| Participation rate | 63.3% | 72.2%-8.9pp | 76.6%-13.3pp | 67.9%-4.6pp |
| Annual return | -15.32% | 3.53%-18.9pp | 35.94%-51.3pp | -7.84%-7.5pp |
| Employer contribution / active EE | $2,234 | $2,173+2.8% | $2,837-21.2% | $2,596-13.9% |
| Participant deferral / active EE | $5,636 | $3,779+49.1% | $4,656+21.0% | $4,028+39.9% |
| Admin fee / account holder | $14,728 | $6,112+141.0% | $7,492+96.6% | $5,403+172.6% |