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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 | $81,084 | $127,387-36.3% | $115,038-29.5% | $125,389-35.3% |
| Participation rate | 50.0% | 84.2%-34.2pp | 81.4%-31.4pp | 83.2%-33.2pp |
| Annual return | -2.82% | 31.28%-34.1pp | 26.14%-29.0pp | 282.24%-285.1pp |
| Employer contribution / active EE | $1,329 | $5,166-74.3% | $4,608-71.2% | $4,866-72.7% |
| Participant deferral / active EE | $3,376 | $6,423-47.4% | $6,026-44.0% | $5,352-36.9% |
| Admin fee / account holder | $5,875 | $9,516-38.3% | $8,175-28.1% | $9,541-38.4% |