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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 | $25,265 | $92,743-72.8% | $82,744-69.5% | $134,532-81.2% |
| Participation rate | 47.6% | 75.2%-27.6pp | 72.6%-24.9pp | 81.2%-33.6pp |
| Annual return | -0.71% | 946.63%-947.3pp | 702.22%-702.9pp | 418.27%-419.0pp |
| Employer contribution / active EE | $1,177 | $3,273-64.0% | $3,008-60.9% | $4,741-75.2% |
| Participant deferral / active EE | $3,100 | $4,802-35.4% | $4,395-29.5% | $6,401-51.6% |
| Admin fee / account holder | $1,084 | $5,977-81.9% | $5,325-79.6% | $11,429-90.5% |