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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 | $40,762 | $167,352-75.6% | $143,788-71.7% | $134,509-69.7% |
| Participation rate | 44.4% | 84.8%-40.4pp | 80.3%-35.9pp | 81.2%-36.8pp |
| Annual return | -18.87% | 0.47%-19.3pp | -0.03%-18.8pp | 418.13%-437.0pp |
| Employer contribution / active EE | $1,245 | $5,620-77.9% | $4,952-74.9% | $4,741-73.7% |
| Participant deferral / active EE | $4,879 | $6,447-24.3% | $5,638-13.5% | $6,400-23.8% |
| Admin fee / account holder | $6,587 | $18,091-63.6% | $14,675-55.1% | $11,427-42.4% |