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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 | $88,952 | $167,353-46.8% | $143,797-38.1% | $134,545-33.9% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -8.08% | 0.48%-8.6pp | -0.04%-8.0pp | 418.37%-426.4pp |
| Employer contribution / active EE | $2,275 | $5,620-59.5% | $4,952-54.1% | $4,742-52.0% |
| Participant deferral / active EE | $5,950 | $6,447-7.7% | $5,638+5.5% | $6,401-7.0% |
| Admin fee / account holder | $736 | $18,096-95.9% | $14,679-95.0% | $11,431-93.6% |