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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 | $75,320 | $167,522-55.0% | $151,639-50.3% | $134,532-44.0% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.5%-20.8pp | 81.2%-14.6pp |
| Annual return | -20.30% | 7.81%-28.1pp | 3.34%-23.6pp | 418.27%-438.6pp |
| Employer contribution / active EE | $6,100 | $6,828-10.7% | $6,165-1.0% | $4,741+28.7% |
| Participant deferral / active EE | $9,008 | $8,986+0.2% | $8,363+7.7% | $6,401+40.7% |
| Admin fee / account holder | $340 | $13,780-97.5% | $11,613-97.1% | $11,429-97.0% |