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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 | $95,695 | $211,946-54.8% | $169,452-43.5% | $135,380-29.3% |
| Participation rate | 58.8% | 82.6%-23.8pp | 77.8%-19.0pp | 82.6%-23.8pp |
| Annual return | -8.03% | 3.26%-11.3pp | 1.83%-9.9pp | 519.81%-527.8pp |
| Employer contribution / active EE | $1,898 | $5,117-62.9% | $4,157-54.3% | $4,779-60.3% |
| Participant deferral / active EE | $5,002 | $6,075-17.7% | $5,277-5.2% | $5,609-10.8% |
| Admin fee / account holder | $398 | $11,472-96.5% | $9,110-95.6% | $10,828-96.3% |