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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 | $51,953 | $175,646-70.4% | $129,118-59.8% | $134,532-61.4% |
| Participation rate | 57.1% | 81.6%-24.4pp | 77.2%-20.1pp | 81.2%-24.1pp |
| Annual return | -18.21% | -11.39%-6.8pp | -10.94%-7.3pp | 418.27%-436.5pp |
| Employer contribution / active EE | $1,801 | $6,355-71.7% | $5,051-64.3% | $4,741-62.0% |
| Participant deferral / active EE | $3,407 | $7,970-57.3% | $6,539-47.9% | $6,401-46.8% |
| Admin fee / account holder | $6,325 | $23,578-73.2% | $14,305-55.8% | $11,429-44.7% |