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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 | $56,662 | $158,852-64.3% | $121,220-53.3% | $135,379-58.1% |
| Participation rate | 66.7% | 79.3%-12.6pp | 71.8%-5.1pp | 82.6%-16.0pp |
| Annual return | -6.82% | -0.64%-6.2pp | 16.94%-23.8pp | 519.79%-526.6pp |
| Employer contribution / active EE | $1,202 | $5,666-78.8% | $4,023-70.1% | $4,779-74.8% |
| Participant deferral / active EE | $7,521 | $4,006+87.8% | $3,345+124.8% | $5,609+34.1% |
| Admin fee / account holder | $466 | $6,515-92.8% | $5,021-90.7% | $10,828-95.7% |