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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 | $103,933 | $211,946-51.0% | $169,452-38.7% | $135,380-23.2% |
| Participation rate | 55.6% | 82.6%-27.1pp | 77.8%-22.2pp | 82.6%-27.1pp |
| Annual return | -3.56% | 3.26%-6.8pp | 1.83%-5.4pp | 519.81%-523.4pp |
| Employer contribution / active EE | $1,824 | $5,117-64.4% | $4,157-56.1% | $4,779-61.8% |
| Participant deferral / active EE | $2,453 | $6,075-59.6% | $5,277-53.5% | $5,609-56.3% |
| Admin fee / account holder | $1,536 | $11,472-86.6% | $9,110-83.1% | $10,828-85.8% |