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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 | $29,108 | $167,362-82.6% | $143,799-79.8% | $134,532-78.4% |
| Participation rate | 52.4% | 84.8%-32.4pp | 80.3%-27.9pp | 81.2%-28.8pp |
| Annual return | -19.64% | 0.47%-20.1pp | -0.04%-19.6pp | 418.27%-437.9pp |
| Employer contribution / active EE | $1,464 | $5,620-74.0% | $4,952-70.4% | $4,741-69.1% |
| Participant deferral / active EE | $4,177 | $6,447-35.2% | $5,638-25.9% | $6,401-34.7% |
| Admin fee / account holder | $4,769 | $18,094-73.6% | $14,677-67.5% | $11,429-58.3% |