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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 | $108,223 | $167,353-35.3% | $143,797-24.7% | $134,545-19.6% |
| Participation rate | 53.8% | 84.8%-31.0pp | 80.3%-26.5pp | 81.2%-27.4pp |
| Annual return | -15.03% | 0.48%-15.5pp | -0.04%-15.0pp | 418.37%-433.4pp |
| Employer contribution / active EE | $1,286 | $5,620-77.1% | $4,952-74.0% | $4,742-72.9% |
| Participant deferral / active EE | $3,601 | $6,447-44.1% | $5,638-36.1% | $6,401-43.7% |
| Admin fee / account holder | $485 | $18,096-97.3% | $14,679-96.7% | $11,431-95.8% |