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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 | $57,566 | $167,504-65.6% | $151,628-62.0% | $134,509-57.2% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.5%-20.8pp | 81.2%-14.6pp |
| Annual return | -16.26% | 7.81%-24.1pp | 3.34%-19.6pp | 418.13%-434.4pp |
| Employer contribution / active EE | $15,057 | $6,828+120.5% | $6,165+144.2% | $4,741+217.6% |
| Participant deferral / active EE | $6,833 | $8,985-23.9% | $8,363-18.3% | $6,400+6.8% |
| Admin fee / account holder | $382 | $13,779-97.2% | $11,613-96.7% | $11,427-96.7% |