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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 | $56,167 | $82,674-32.1% | $125,381-55.2% | $68,486-18.0% |
| Participation rate | 65.4% | 75.1%-9.7pp | 82.4%-17.0pp | 67.9%-2.5pp |
| Annual return | -18.26% | -5.97%-12.3pp | 572.31%-590.6pp | -7.85%-10.4pp |
| Employer contribution / active EE | $2,464 | $3,382-27.1% | $4,815-48.8% | $2,597-5.1% |
| Participant deferral / active EE | $3,582 | $6,111-41.4% | $7,448-51.9% | $4,028-11.1% |
| Admin fee / account holder | $2,057 | $6,277-67.2% | $10,007-79.4% | $5,404-61.9% |