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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 | $97,339 | $167,352-41.8% | $143,788-32.3% | $134,509-27.6% |
| Participation rate | 66.7% | 84.8%-18.1pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -12.44% | 0.47%-12.9pp | -0.03%-12.4pp | 418.13%-430.6pp |
| Employer contribution / active EE | $2,654 | $5,620-52.8% | $4,952-46.4% | $4,741-44.0% |
| Participant deferral / active EE | $6,657 | $6,447+3.3% | $5,638+18.1% | $6,400+4.0% |
| Admin fee / account holder | $734 | $18,091-95.9% | $14,675-95.0% | $11,427-93.6% |