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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 | $22,838 | $167,362-86.4% | $143,799-84.1% | $134,532-83.0% |
| Participation rate | 60.0% | 84.8%-24.8pp | 80.3%-20.3pp | 81.2%-21.2pp |
| Annual return | -19.99% | 0.47%-20.5pp | -0.04%-19.9pp | 418.27%-438.3pp |
| Employer contribution / active EE | $2,123 | $5,620-62.2% | $4,952-57.1% | $4,741-55.2% |
| Participant deferral / active EE | $7,088 | $6,447+9.9% | $5,638+25.7% | $6,401+10.7% |
| Admin fee / account holder | $10,477 | $18,094-42.1% | $14,677-28.6% | $11,429-8.3% |