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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 | $53,255 | $167,323-68.2% | $143,770-63.0% | $134,493-60.4% |
| Participation rate | 66.7% | 84.8%-18.1pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -16.33% | 0.47%-16.8pp | -0.04%-16.3pp | 418.01%-434.3pp |
| Employer contribution / active EE | $2,967 | $5,619-47.2% | $4,951-40.1% | $4,740-37.4% |
| Participant deferral / active EE | $8,900 | $6,446+38.1% | $5,638+57.9% | $6,400+39.1% |
| Admin fee / account holder | $7,857 | $18,088-56.6% | $14,673-46.5% | $11,425-31.2% |