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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 | $101,566 | $167,362-39.3% | $143,799-29.4% | $134,532-24.5% |
| Participation rate | 63.6% | 84.8%-21.2pp | 80.3%-16.7pp | 81.2%-17.6pp |
| Annual return | -18.32% | 0.47%-18.8pp | -0.04%-18.3pp | 418.27%-436.6pp |
| Employer contribution / active EE | $3,323 | $5,620-40.9% | $4,952-32.9% | $4,741-29.9% |
| Participant deferral / active EE | $3,985 | $6,447-38.2% | $5,638-29.3% | $6,401-37.7% |
| Admin fee / account holder | $720 | $18,094-96.0% | $14,677-95.1% | $11,429-93.7% |