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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 | $55,485 | $167,362-66.8% | $143,799-61.4% | $134,532-58.8% |
| Participation rate | 57.1% | 84.8%-27.7pp | 80.3%-23.2pp | 81.2%-24.1pp |
| Annual return | -6.54% | 0.47%-7.0pp | -0.04%-6.5pp | 418.27%-424.8pp |
| Employer contribution / active EE | $1,706 | $5,620-69.6% | $4,952-65.6% | $4,741-64.0% |
| Participant deferral / active EE | $2,627 | $6,447-59.3% | $5,638-53.4% | $6,401-59.0% |
| Admin fee / account holder | $7,028 | $18,094-61.2% | $14,677-52.1% | $11,429-38.5% |