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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 | $81,486 | $167,504-51.4% | $151,628-46.3% | $134,509-39.4% |
| Participation rate | 60.0% | 88.4%-28.4pp | 87.5%-27.5pp | 81.2%-21.2pp |
| Annual return | -15.51% | 7.81%-23.3pp | 3.34%-18.8pp | 418.13%-433.6pp |
| Employer contribution / active EE | $1,610 | $6,828-76.4% | $6,165-73.9% | $4,741-66.0% |
| Participant deferral / active EE | $9,944 | $8,985+10.7% | $8,363+18.9% | $6,400+55.4% |
| Admin fee / account holder | $1,498 | $13,779-89.1% | $11,613-87.1% | $11,427-86.9% |