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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 | $36,162 | $167,362-78.4% | $143,799-74.9% | $134,532-73.1% |
| Participation rate | 63.2% | 84.8%-21.7pp | 80.3%-17.2pp | 81.2%-18.1pp |
| Annual return | -17.30% | 0.47%-17.8pp | -0.04%-17.3pp | 418.27%-435.6pp |
| Employer contribution / active EE | $2,355 | $5,620-58.1% | $4,952-52.4% | $4,741-50.3% |
| Participant deferral / active EE | $2,443 | $6,447-62.1% | $5,638-56.7% | $6,401-61.8% |
| Admin fee / account holder | $3,765 | $18,094-79.2% | $14,677-74.3% | $11,429-67.1% |