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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 | $51,462 | $167,353-69.2% | $143,797-64.2% | $134,545-61.8% |
| Participation rate | 53.8% | 84.8%-31.0pp | 80.3%-26.5pp | 81.2%-27.4pp |
| Annual return | -15.55% | 0.48%-16.0pp | -0.04%-15.5pp | 418.37%-433.9pp |
| Employer contribution / active EE | $2,446 | $5,620-56.5% | $4,952-50.6% | $4,742-48.4% |
| Participant deferral / active EE | $3,297 | $6,447-48.9% | $5,638-41.5% | $6,401-48.5% |
| Admin fee / account holder | $328 | $18,096-98.2% | $14,679-97.8% | $11,431-97.1% |