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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 | $66,013 | $167,533-60.6% | $151,645-56.5% | $134,545-50.9% |
| Participation rate | 57.1% | 88.4%-31.2pp | 87.5%-30.4pp | 81.2%-24.1pp |
| Annual return | -13.82% | 7.81%-21.6pp | 3.34%-17.2pp | 418.37%-432.2pp |
| Employer contribution / active EE | $2,212 | $6,828-67.6% | $6,165-64.1% | $4,742-53.3% |
| Participant deferral / active EE | $8,698 | $8,985-3.2% | $8,363+4.0% | $6,401+35.9% |
| Admin fee / account holder | $29,603 | $13,781+114.8% | $11,614+154.9% | $11,431+159.0% |