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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 | $47,203 | $167,353-71.8% | $143,797-67.2% | $134,545-64.9% |
| Participation rate | 66.7% | 84.8%-18.2pp | 80.3%-13.7pp | 81.2%-14.6pp |
| Annual return | -12.34% | 0.48%-12.8pp | -0.04%-12.3pp | 418.37%-430.7pp |
| Employer contribution / active EE | $1,871 | $5,620-66.7% | $4,952-62.2% | $4,742-60.5% |
| Participant deferral / active EE | $5,532 | $6,447-14.2% | $5,638-1.9% | $6,401-13.6% |
| Admin fee / account holder | $16,174 | $18,096-10.6% | $14,679+10.2% | $11,431+41.5% |