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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 | $97,955 | $211,946-53.8% | $169,452-42.2% | $135,380-27.6% |
| Participation rate | 66.7% | 82.6%-16.0pp | 77.8%-11.1pp | 82.6%-16.0pp |
| Annual return | -8.24% | 3.26%-11.5pp | 1.83%-10.1pp | 519.81%-528.0pp |
| Employer contribution / active EE | $1,059 | $5,117-79.3% | $4,157-74.5% | $4,779-77.8% |
| Participant deferral / active EE | $1,283 | $6,075-78.9% | $5,277-75.7% | $5,609-77.1% |
| Admin fee / account holder | $1,023 | $11,472-91.1% | $9,110-88.8% | $10,828-90.6% |