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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 | $62,766 | $167,504-62.5% | $151,628-58.6% | $134,509-53.3% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.5%-20.8pp | 81.2%-14.6pp |
| Annual return | -14.77% | 7.81%-22.6pp | 3.34%-18.1pp | 418.13%-432.9pp |
| Employer contribution / active EE | $3,811 | $6,828-44.2% | $6,165-38.2% | $4,741-19.6% |
| Participant deferral / active EE | $6,464 | $8,985-28.1% | $8,363-22.7% | $6,400+1.0% |
| Admin fee / account holder | $13,905 | $13,779+0.9% | $11,613+19.7% | $11,427+21.7% |