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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 | $92,903 | $129,960-28.5% | $104,299-10.9% | $134,545-31.0% |
| Participation rate | 37.5% | 79.5%-42.0pp | 73.3%-35.8pp | 81.2%-43.7pp |
| Annual return | -13.19% | 42.06%-55.2pp | 24.62%-37.8pp | 418.37%-431.6pp |
| Employer contribution / active EE | $1,012 | $4,186-75.8% | $3,373-70.0% | $4,742-78.7% |
| Participant deferral / active EE | $4,487 | $5,589-19.7% | $4,626-3.0% | $6,401-29.9% |
| Admin fee / account holder | $6,170 | $9,324-33.8% | $7,339-15.9% | $11,431-46.0% |