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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 | $77,759 | $105,861-26.5% | $90,756-14.3% | $134,509-42.2% |
| Participation rate | 26.1% | 78.2%-52.2pp | 75.7%-49.6pp | 81.2%-55.1pp |
| Annual return | -15.57% | -10.99%-4.6pp | -12.16%-3.4pp | 418.13%-433.7pp |
| Employer contribution / active EE | $1,123 | $3,463-67.6% | $2,922-61.5% | $4,741-76.3% |
| Participant deferral / active EE | $1,834 | $5,217-64.8% | $4,565-59.8% | $6,400-71.3% |
| Admin fee / account holder | $1,112 | $13,938-92.0% | $8,445-86.8% | $11,427-90.3% |