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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 | $65,320 | $82,288-20.6% | $68,794-5.0% | $134,509-51.4% |
| Participation rate | 64.3% | 75.1%-10.8pp | 69.0%-4.7pp | 81.2%-16.9pp |
| Annual return | -13.53% | -2.19%-11.3pp | -6.37%-7.2pp | 418.13%-431.7pp |
| Employer contribution / active EE | $3,552 | $3,301+7.6% | $2,656+33.8% | $4,741-25.1% |
| Participant deferral / active EE | $4,103 | $4,738-13.4% | $3,941+4.1% | $6,400-35.9% |
| Admin fee / account holder | $2,609 | $6,482-59.8% | $4,934-47.1% | $11,427-77.2% |