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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 | $52,716 | $54,355-3.0% | $82,744-36.3% | $68,486-23.0% |
| Participation rate | 59.3% | 63.9%-4.6pp | 72.6%-13.2pp | 67.9%-8.6pp |
| Annual return | -14.73% | -13.67%-1.1pp | 702.22%-716.9pp | -7.85%-6.9pp |
| Employer contribution / active EE | $2,763 | $2,219+24.5% | $3,008-8.1% | $2,597+6.4% |
| Participant deferral / active EE | $4,438 | $3,246+36.7% | $4,395+1.0% | $4,028+10.2% |
| Admin fee / account holder | $4,026 | $4,397-8.4% | $5,325-24.4% | $5,404-25.5% |