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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 | $59,398 | $167,353-64.5% | $143,797-58.7% | $134,545-55.9% |
| Participation rate | 66.7% | 84.8%-18.2pp | 80.3%-13.7pp | 81.2%-14.6pp |
| Annual return | -19.18% | 0.48%-19.7pp | -0.04%-19.1pp | 418.37%-437.5pp |
| Employer contribution / active EE | $1,358 | $5,620-75.8% | $4,952-72.6% | $4,742-71.4% |
| Participant deferral / active EE | $7,611 | $6,447+18.1% | $5,638+35.0% | $6,401+18.9% |
| Admin fee / account holder | $725 | $18,096-96.0% | $14,679-95.1% | $11,431-93.7% |