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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 | $109,984 | $167,352-34.3% | $143,788-23.5% | $134,509-18.2% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -19.63% | 0.47%-20.1pp | -0.03%-19.6pp | 418.13%-437.8pp |
| Employer contribution / active EE | $1,523 | $5,620-72.9% | $4,952-69.2% | $4,741-67.9% |
| Participant deferral / active EE | $5,784 | $6,447-10.3% | $5,638+2.6% | $6,400-9.6% |
| Admin fee / account holder | $3,760 | $18,091-79.2% | $14,675-74.4% | $11,427-67.1% |