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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 | $135,805 | $167,362-18.9% | $143,799-5.6% | $134,532+0.9% |
| Participation rate | 54.5% | 84.8%-30.3pp | 80.3%-25.8pp | 81.2%-26.7pp |
| Annual return | -13.22% | 0.47%-13.7pp | -0.04%-13.2pp | 418.27%-431.5pp |
| Employer contribution / active EE | $1,187 | $5,620-78.9% | $4,952-76.0% | $4,741-75.0% |
| Participant deferral / active EE | $4,694 | $6,447-27.2% | $5,638-16.7% | $6,401-26.7% |
| Admin fee / account holder | $997 | $18,094-94.5% | $14,677-93.2% | $11,429-91.3% |