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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 | $62,609 | $97,020-35.5% | $83,322-24.9% | $135,379-53.8% |
| Participation rate | 54.5% | 80.4%-25.9pp | 77.8%-23.2pp | 82.6%-28.1pp |
| Annual return | -2.68% | 12.31%-15.0pp | 10.64%-13.3pp | 519.79%-522.5pp |
| Employer contribution / active EE | $1,005 | $4,144-75.7% | $3,379-70.2% | $4,779-79.0% |
| Participant deferral / active EE | $3,389 | $5,964-43.2% | $5,565-39.1% | $5,609-39.6% |
| Admin fee / account holder | $1,691 | $8,426-79.9% | $7,540-77.6% | $10,828-84.4% |