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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 | $56,592 | $167,522-66.2% | $151,639-62.7% | $134,532-57.9% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.5%-20.8pp | 81.2%-14.6pp |
| Annual return | -14.89% | 7.81%-22.7pp | 3.34%-18.2pp | 418.27%-433.2pp |
| Employer contribution / active EE | $1,531 | $6,828-77.6% | $6,165-75.2% | $4,741-67.7% |
| Participant deferral / active EE | $4,571 | $8,986-49.1% | $8,363-45.3% | $6,401-28.6% |
| Admin fee / account holder | $369 | $13,780-97.3% | $11,613-96.8% | $11,429-96.8% |