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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 | $83,452 | $142,409-41.4% | $119,634-30.2% | $134,545-38.0% |
| Participation rate | 63.2% | 82.8%-19.7pp | 79.3%-16.1pp | 81.2%-18.1pp |
| Annual return | -13.41% | -12.46%-0.9pp | -14.98%+1.6pp | 418.37%-431.8pp |
| Employer contribution / active EE | $1,193 | $5,224-77.2% | $4,232-71.8% | $4,742-74.8% |
| Participant deferral / active EE | $4,478 | $6,468-30.8% | $5,601-20.1% | $6,401-30.0% |
| Admin fee / account holder | $3,691 | $13,594-72.8% | $10,329-64.3% | $11,431-67.7% |