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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 | $16,922 | $87,546-80.7% | $75,784-77.7% | $125,389-86.5% |
| Participation rate | 66.7% | 80.2%-13.5pp | 75.8%-9.2pp | 83.2%-16.5pp |
| Annual return | -1.95% | 13.49%-15.4pp | 9.68%-11.6pp | 282.24%-284.2pp |
| Employer contribution / active EE | $4,614 | $3,930+17.4% | $3,323+38.8% | $4,866-5.2% |
| Participant deferral / active EE | $0 | $4,230-100.0% | $3,652-100.0% | $5,352-100.0% |
| Admin fee / account holder | $5,784 | $6,503-11.1% | $5,300+9.1% | $9,541-39.4% |