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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 | $61,729 | $82,674-25.3% | $125,363-50.8% | $68,495-9.9% |
| Participation rate | 62.3% | 75.0%-12.7pp | 82.4%-20.1pp | 67.9%-5.6pp |
| Annual return | -19.22% | -5.97%-13.3pp | 572.15%-591.4pp | -7.84%-11.4pp |
| Employer contribution / active EE | $1,889 | $3,382-44.1% | $4,815-60.8% | $2,596-27.2% |
| Participant deferral / active EE | $4,729 | $6,111-22.6% | $7,447-36.5% | $4,028+17.4% |
| Admin fee / account holder | $3,620 | $6,276-42.3% | $10,005-63.8% | $5,403-33.0% |