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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 | $30,970 | $167,353-81.5% | $143,797-78.5% | $134,545-77.0% |
| Participation rate | 57.1% | 84.8%-27.7pp | 80.3%-23.2pp | 81.2%-24.1pp |
| Annual return | -18.78% | 0.48%-19.3pp | -0.04%-18.7pp | 418.37%-437.1pp |
| Employer contribution / active EE | $1,681 | $5,620-70.1% | $4,952-66.1% | $4,742-64.6% |
| Participant deferral / active EE | $3,647 | $6,447-43.4% | $5,638-35.3% | $6,401-43.0% |
| Admin fee / account holder | $1,539 | $18,096-91.5% | $14,679-89.5% | $11,431-86.5% |