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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 | $71,985 | $167,362-57.0% | $143,799-49.9% | $134,532-46.5% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -17.50% | 0.47%-18.0pp | -0.04%-17.5pp | 418.27%-435.8pp |
| Employer contribution / active EE | $1,207 | $5,620-78.5% | $4,952-75.6% | $4,741-74.5% |
| Participant deferral / active EE | $4,292 | $6,447-33.4% | $5,638-23.9% | $6,401-33.0% |
| Admin fee / account holder | $18,803 | $18,094+3.9% | $14,677+28.1% | $11,429+64.5% |