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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 | $32,215 | $127,386-74.7% | $115,037-72.0% | $125,388-74.3% |
| Participation rate | 66.7% | 84.2%-17.5pp | 81.4%-14.7pp | 83.2%-16.5pp |
| Annual return | -0.21% | 31.28%-31.5pp | 26.14%-26.3pp | 282.24%-282.4pp |
| Employer contribution / active EE | $2,513 | $5,166-51.4% | $4,608-45.5% | $4,866-48.4% |
| Participant deferral / active EE | $11,592 | $6,423+80.5% | $6,026+92.4% | $5,352+116.6% |
| Admin fee / account holder | $19,748 | $9,516+107.5% | $8,175+141.6% | $9,541+107.0% |