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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 | $64,485 | $127,387-49.4% | $115,038-43.9% | $125,389-48.6% |
| Participation rate | 57.1% | 84.2%-27.0pp | 81.4%-24.2pp | 83.2%-26.0pp |
| Annual return | -3.34% | 31.28%-34.6pp | 26.14%-29.5pp | 282.24%-285.6pp |
| Employer contribution / active EE | $1,812 | $5,166-64.9% | $4,608-60.7% | $4,866-62.8% |
| Participant deferral / active EE | $4,442 | $6,423-30.8% | $6,026-26.3% | $5,352-17.0% |
| Admin fee / account holder | $3,317 | $9,516-65.1% | $8,175-59.4% | $9,541-65.2% |