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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 | $67,109 | $142,392-52.9% | $119,622-43.9% | $134,532-50.1% |
| Participation rate | 60.0% | 82.8%-22.8pp | 79.3%-19.3pp | 81.2%-21.2pp |
| Annual return | -18.36% | -12.46%-5.9pp | -14.98%-3.4pp | 418.27%-436.6pp |
| Employer contribution / active EE | $1,438 | $5,224-72.5% | $4,232-66.0% | $4,741-69.7% |
| Participant deferral / active EE | $3,508 | $6,467-45.8% | $5,601-37.4% | $6,401-45.2% |
| Admin fee / account holder | $2,544 | $13,593-81.3% | $10,328-75.4% | $11,429-77.7% |