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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 | $50,876 | $167,352-69.6% | $143,788-64.6% | $134,509-62.2% |
| Participation rate | 66.7% | 84.8%-18.1pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -16.32% | 0.47%-16.8pp | -0.03%-16.3pp | 418.13%-434.5pp |
| Employer contribution / active EE | $2,125 | $5,620-62.2% | $4,952-57.1% | $4,741-55.2% |
| Participant deferral / active EE | $8,132 | $6,447+26.1% | $5,638+44.2% | $6,400+27.1% |
| Admin fee / account holder | $570 | $18,091-96.8% | $14,675-96.1% | $11,427-95.0% |