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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 | $28,855 | $142,361-79.7% | $119,608-75.9% | $134,509-78.5% |
| Participation rate | 66.7% | 82.8%-16.2pp | 79.3%-12.6pp | 81.2%-14.6pp |
| Annual return | -5.20% | -12.46%+7.3pp | -14.98%+9.8pp | 418.13%-423.3pp |
| Employer contribution / active EE | $2,936 | $5,224-43.8% | $4,232-30.6% | $4,741-38.1% |
| Participant deferral / active EE | $3,212 | $6,468-50.3% | $5,601-42.7% | $6,400-49.8% |
| Admin fee / account holder | $5,936 | $13,588-56.3% | $10,326-42.5% | $11,427-48.1% |