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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 | $57,981 | $167,352-65.4% | $143,788-59.7% | $134,509-56.9% |
| Participation rate | 66.7% | 84.8%-18.1pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -17.68% | 0.47%-18.2pp | -0.03%-17.6pp | 418.13%-435.8pp |
| Employer contribution / active EE | $4,825 | $5,620-14.1% | $4,952-2.6% | $4,741+1.8% |
| Participant deferral / active EE | $11,314 | $6,447+75.5% | $5,638+100.7% | $6,400+76.8% |
| Admin fee / account holder | $3,101 | $18,091-82.9% | $14,675-78.9% | $11,427-72.9% |