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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 | $43,147 | $167,353-74.2% | $143,797-70.0% | $134,545-67.9% |
| Participation rate | 68.4% | 84.8%-16.4pp | 80.3%-11.9pp | 81.2%-12.8pp |
| Annual return | -11.24% | 0.48%-11.7pp | -0.04%-11.2pp | 418.37%-429.6pp |
| Employer contribution / active EE | $3,417 | $5,620-39.2% | $4,952-31.0% | $4,742-27.9% |
| Participant deferral / active EE | $6,569 | $6,447+1.9% | $5,638+16.5% | $6,401+2.6% |
| Admin fee / account holder | $4,206 | $18,096-76.8% | $14,679-71.3% | $11,431-63.2% |