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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 | $68,238 | $100,805-32.3% | $86,698-21.3% | $134,532-49.3% |
| Participation rate | 62.5% | 79.0%-16.5pp | 76.6%-14.1pp | 81.2%-18.7pp |
| Annual return | -13.08% | 29.09%-42.2pp | 35.95%-49.0pp | 418.27%-431.3pp |
| Employer contribution / active EE | $1,226 | $3,490-64.9% | $2,837-56.8% | $4,741-74.2% |
| Participant deferral / active EE | $4,068 | $5,339-23.8% | $4,656-12.6% | $6,401-36.4% |
| Admin fee / account holder | $7,508 | $10,925-31.3% | $7,493+0.2% | $11,429-34.3% |