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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 | $55,219 | $129,959-57.5% | $104,301-47.1% | $134,532-59.0% |
| Participation rate | 60.0% | 79.5%-19.5pp | 73.3%-13.3pp | 81.2%-21.2pp |
| Annual return | -13.63% | 42.04%-55.7pp | 24.61%-38.2pp | 418.27%-431.9pp |
| Employer contribution / active EE | $960 | $4,185-77.1% | $3,373-71.5% | $4,741-79.8% |
| Participant deferral / active EE | $10,800 | $5,589+93.2% | $4,626+133.5% | $6,401+68.7% |
| Admin fee / account holder | $432 | $9,325-95.4% | $7,340-94.1% | $11,429-96.2% |