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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 | $131,074 | $167,353-21.7% | $143,797-8.8% | $134,545-2.6% |
| Participation rate | 60.0% | 84.8%-24.8pp | 80.3%-20.3pp | 81.2%-21.2pp |
| Annual return | -14.35% | 0.48%-14.8pp | -0.04%-14.3pp | 418.37%-432.7pp |
| Employer contribution / active EE | $2,320 | $5,620-58.7% | $4,952-53.2% | $4,742-51.1% |
| Participant deferral / active EE | $5,200 | $6,447-19.3% | $5,638-7.8% | $6,401-18.8% |
| Admin fee / account holder | $23,034 | $18,096+27.3% | $14,679+56.9% | $11,431+101.5% |