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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 | $62,166 | $95,188-34.7% | $76,518-18.8% | $135,380-54.1% |
| Participation rate | 60.0% | 74.4%-14.4pp | 68.0%-8.0pp | 82.6%-22.6pp |
| Annual return | -4.33% | 4.85%-9.2pp | -0.27%-4.1pp | 519.81%-524.1pp |
| Employer contribution / active EE | $1,190 | $3,303-64.0% | $2,647-55.0% | $4,779-75.1% |
| Participant deferral / active EE | $1,554 | $4,640-66.5% | $3,836-59.5% | $5,609-72.3% |
| Admin fee / account holder | $2,934 | $6,249-53.0% | $4,849-39.5% | $10,828-72.9% |