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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 | $71,973 | $167,362-57.0% | $143,799-49.9% | $134,532-46.5% |
| Participation rate | 46.2% | 84.8%-38.7pp | 80.3%-34.2pp | 81.2%-35.1pp |
| Annual return | -17.35% | 0.47%-17.8pp | -0.04%-17.3pp | 418.27%-435.6pp |
| Employer contribution / active EE | $1,767 | $5,620-68.6% | $4,952-64.3% | $4,741-62.7% |
| Participant deferral / active EE | $7,138 | $6,447+10.7% | $5,638+26.6% | $6,401+11.5% |
| Admin fee / account holder | $2,885 | $18,094-84.1% | $14,677-80.3% | $11,429-74.8% |