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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 | $65,159 | $142,392-54.2% | $119,622-45.5% | $134,532-51.6% |
| Participation rate | 62.5% | 82.8%-20.3pp | 79.3%-16.8pp | 81.2%-18.7pp |
| Annual return | -15.68% | -12.46%-3.2pp | -14.98%-0.7pp | 418.27%-433.9pp |
| Employer contribution / active EE | $1,805 | $5,224-65.4% | $4,232-57.3% | $4,741-61.9% |
| Participant deferral / active EE | $4,659 | $6,467-28.0% | $5,601-16.8% | $6,401-27.2% |
| Admin fee / account holder | $4,110 | $13,593-69.8% | $10,328-60.2% | $11,429-64.0% |