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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 | $53,743 | $133,981-59.9% | $112,249-52.1% | $134,532-60.1% |
| Participation rate | 61.5% | 78.6%-17.0pp | 75.1%-13.5pp | 81.2%-19.7pp |
| Annual return | -10.76% | 47.16%-57.9pp | 27.48%-38.2pp | 418.27%-429.0pp |
| Employer contribution / active EE | $5,627 | $4,040+39.3% | $3,636+54.8% | $4,741+18.7% |
| Participant deferral / active EE | $5,958 | $5,292+12.6% | $4,729+26.0% | $6,401-6.9% |
| Admin fee / account holder | $335 | $7,492-95.5% | $6,412-94.8% | $11,429-97.1% |