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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 | $54,097 | $190,879-71.7% | $160,009-66.2% | $134,532-59.8% |
| Participation rate | 69.2% | 82.0%-12.7pp | 78.0%-8.7pp | 81.2%-12.0pp |
| Annual return | -11.92% | 552.63%-564.6pp | 408.85%-420.8pp | 418.27%-430.2pp |
| Employer contribution / active EE | $1,914 | $4,995-61.7% | $4,225-54.7% | $4,741-59.6% |
| Participant deferral / active EE | $3,942 | $6,924-43.1% | $6,183-36.2% | $6,401-38.4% |
| Admin fee / account holder | $388 | $10,495-96.3% | $8,715-95.5% | $11,429-96.6% |