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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 | $51,001 | $134,001-61.9% | $112,258-54.6% | $134,509-62.1% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -15.17% | 47.15%-62.3pp | 27.47%-42.6pp | 418.13%-433.3pp |
| Employer contribution / active EE | $3,042 | $4,039-24.7% | $3,636-16.3% | $4,741-35.8% |
| Participant deferral / active EE | $5,385 | $5,291+1.8% | $4,728+13.9% | $6,400-15.9% |
| Admin fee / account holder | $8,400 | $7,491+12.1% | $6,411+31.0% | $11,427-26.5% |