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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 | $66,028 | $133,998-50.7% | $112,263-41.2% | $134,545-50.9% |
| Participation rate | 68.4% | 78.6%-10.1pp | 75.1%-6.6pp | 81.2%-12.8pp |
| Annual return | -15.61% | 47.17%-62.8pp | 27.49%-43.1pp | 418.37%-434.0pp |
| Employer contribution / active EE | $2,012 | $4,040-50.2% | $3,636-44.7% | $4,742-57.6% |
| Participant deferral / active EE | $3,916 | $5,292-26.0% | $4,729-17.2% | $6,401-38.8% |
| Admin fee / account holder | $5,392 | $7,493-28.0% | $6,410-15.9% | $11,431-52.8% |