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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 | $90,875 | $133,981-32.2% | $112,249-19.0% | $134,532-32.5% |
| Participation rate | 27.3% | 78.6%-51.3pp | 75.1%-47.8pp | 81.2%-54.0pp |
| Annual return | -14.29% | 47.16%-61.4pp | 27.48%-41.8pp | 418.27%-432.6pp |
| Employer contribution / active EE | $1,389 | $4,040-65.6% | $3,636-61.8% | $4,741-70.7% |
| Participant deferral / active EE | $5,235 | $5,292-1.1% | $4,729+10.7% | $6,401-18.2% |
| Admin fee / account holder | $6,142 | $7,492-18.0% | $6,412-4.2% | $11,429-46.3% |