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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 | $77,089 | $167,353-53.9% | $143,797-46.4% | $134,545-42.7% |
| Participation rate | 55.6% | 84.8%-29.3pp | 80.3%-24.8pp | 81.2%-25.7pp |
| Annual return | -14.98% | 0.48%-15.5pp | -0.04%-14.9pp | 418.37%-433.3pp |
| Employer contribution / active EE | $2,927 | $5,620-47.9% | $4,952-40.9% | $4,742-38.3% |
| Participant deferral / active EE | $5,811 | $6,447-9.9% | $5,638+3.1% | $6,401-9.2% |
| Admin fee / account holder | $316 | $18,096-98.3% | $14,679-97.8% | $11,431-97.2% |