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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 | $26,691 | $127,387-79.0% | $115,038-76.8% | $125,389-78.7% |
| Participation rate | 69.2% | 84.2%-14.9pp | 81.4%-12.1pp | 83.2%-14.0pp |
| Annual return | -2.46% | 31.28%-33.7pp | 26.14%-28.6pp | 282.24%-284.7pp |
| Employer contribution / active EE | $2,972 | $5,166-42.5% | $4,608-35.5% | $4,866-38.9% |
| Participant deferral / active EE | $2,968 | $6,423-53.8% | $6,026-50.7% | $5,352-44.5% |
| Admin fee / account holder | $1,721 | $9,516-81.9% | $8,175-78.9% | $9,541-82.0% |