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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 | $63,060 | $167,504-62.4% | $151,628-58.4% | $134,509-53.1% |
| Participation rate | 50.0% | 88.4%-38.4pp | 87.5%-37.5pp | 81.2%-31.2pp |
| Annual return | -17.82% | 7.81%-25.6pp | 3.34%-21.2pp | 418.13%-436.0pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $8,500 | $8,985-5.4% | $8,363+1.6% | $6,400+32.8% |
| Admin fee / account holder | $1,927 | $13,779-86.0% | $11,613-83.4% | $11,427-83.1% |