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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 | $100,752 | $167,352-39.8% | $143,788-29.9% | $134,509-25.1% |
| Participation rate | 40.0% | 84.8%-44.8pp | 80.3%-40.3pp | 81.2%-41.2pp |
| Annual return | -17.29% | 0.47%-17.8pp | -0.03%-17.3pp | 418.13%-435.4pp |
| Employer contribution / active EE | $1,817 | $5,620-67.7% | $4,952-63.3% | $4,741-61.7% |
| Participant deferral / active EE | $7,420 | $6,447+15.1% | $5,638+31.6% | $6,400+15.9% |
| Admin fee / account holder | $2,081 | $18,091-88.5% | $14,675-85.8% | $11,427-81.8% |