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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 | $31,065 | $211,946-85.3% | $169,452-81.7% | $135,380-77.1% |
| Participation rate | 58.8% | 82.6%-23.8pp | 77.8%-19.0pp | 82.6%-23.8pp |
| Annual return | -6.40% | 3.26%-9.7pp | 1.83%-8.2pp | 519.81%-526.2pp |
| Employer contribution / active EE | $2,012 | $5,117-60.7% | $4,157-51.6% | $4,779-57.9% |
| Participant deferral / active EE | $2,905 | $6,075-52.2% | $5,277-44.9% | $5,609-48.2% |
| Admin fee / account holder | $4,054 | $11,472-64.7% | $9,110-55.5% | $10,828-62.6% |