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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 | $43,796 | $167,362-73.8% | $143,799-69.5% | $134,532-67.4% |
| Participation rate | 45.5% | 84.8%-39.4pp | 80.3%-34.9pp | 81.2%-35.8pp |
| Annual return | -15.51% | 0.47%-16.0pp | -0.04%-15.5pp | 418.27%-433.8pp |
| Employer contribution / active EE | $1,611 | $5,620-71.3% | $4,952-67.5% | $4,741-66.0% |
| Participant deferral / active EE | $2,422 | $6,447-62.4% | $5,638-57.0% | $6,401-62.2% |
| Admin fee / account holder | $1,597 | $18,094-91.2% | $14,677-89.1% | $11,429-86.0% |