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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 | $56,195 | $197,819-71.6% | $155,789-63.9% | $125,389-55.2% |
| Participation rate | 41.7% | 82.1%-40.4pp | 76.1%-34.4pp | 83.2%-41.5pp |
| Annual return | -1.93% | 86.73%-88.7pp | 71.54%-73.5pp | 282.24%-284.2pp |
| Employer contribution / active EE | $936 | $4,850-80.7% | $3,839-75.6% | $4,866-80.8% |
| Participant deferral / active EE | $2,343 | $5,631-58.4% | $4,798-51.2% | $5,352-56.2% |
| Admin fee / account holder | $7,629 | $9,544-20.1% | $7,477+2.0% | $9,541-20.0% |