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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 | $104,587 | $127,387-17.9% | $115,038-9.1% | $125,389-16.6% |
| Participation rate | 60.0% | 84.2%-24.2pp | 81.4%-21.4pp | 83.2%-23.2pp |
| Annual return | -1.82% | 31.28%-33.1pp | 26.14%-28.0pp | 282.24%-284.1pp |
| Employer contribution / active EE | $865 | $5,166-83.3% | $4,608-81.2% | $4,866-82.2% |
| Participant deferral / active EE | $0 | $6,423-100.0% | $6,026-100.0% | $5,352-100.0% |
| Admin fee / account holder | $49,331 | $9,516+418.4% | $8,175+503.4% | $9,541+417.1% |