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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 | $120,669 | $167,353-27.9% | $143,797-16.1% | $134,545-10.3% |
| Participation rate | 62.5% | 84.8%-22.3pp | 80.3%-17.8pp | 81.2%-18.7pp |
| Annual return | -17.94% | 0.48%-18.4pp | -0.04%-17.9pp | 418.37%-436.3pp |
| Employer contribution / active EE | $2,097 | $5,620-62.7% | $4,952-57.7% | $4,742-55.8% |
| Participant deferral / active EE | $5,850 | $6,447-9.3% | $5,638+3.7% | $6,401-8.6% |
| Admin fee / account holder | $544 | $18,096-97.0% | $14,679-96.3% | $11,431-95.2% |