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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 | $114,575 | $167,353-31.5% | $143,797-20.3% | $134,545-14.8% |
| Participation rate | 57.1% | 84.8%-27.7pp | 80.3%-23.2pp | 81.2%-24.1pp |
| Annual return | -9.06% | 0.48%-9.5pp | -0.04%-9.0pp | 418.37%-427.4pp |
| Employer contribution / active EE | $2,155 | $5,620-61.7% | $4,952-56.5% | $4,742-54.5% |
| Participant deferral / active EE | $5,594 | $6,447-13.2% | $5,638-0.8% | $6,401-12.6% |
| Admin fee / account holder | $750 | $18,096-95.9% | $14,679-94.9% | $11,431-93.4% |