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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 | $78,310 | $127,387-38.5% | $115,038-31.9% | $125,389-37.5% |
| Participation rate | 57.1% | 84.2%-27.0pp | 81.4%-24.2pp | 83.2%-26.0pp |
| Annual return | -0.51% | 31.28%-31.8pp | 26.14%-26.7pp | 282.24%-282.8pp |
| Employer contribution / active EE | $1,380 | $5,166-73.3% | $4,608-70.1% | $4,866-71.6% |
| Participant deferral / active EE | $3,483 | $6,423-45.8% | $6,026-42.2% | $5,352-34.9% |
| Admin fee / account holder | $12,546 | $9,516+31.8% | $8,175+53.5% | $9,541+31.5% |