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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 | $94,855 | $127,387-25.5% | $115,038-17.5% | $125,389-24.4% |
| Participation rate | 50.0% | 84.2%-34.2pp | 81.4%-31.4pp | 83.2%-33.2pp |
| Annual return | -1.43% | 31.28%-32.7pp | 26.14%-27.6pp | 282.24%-283.7pp |
| Employer contribution / active EE | $1,862 | $5,166-63.9% | $4,608-59.6% | $4,866-61.7% |
| Participant deferral / active EE | $4,545 | $6,423-29.2% | $6,026-24.6% | $5,352-15.1% |
| Admin fee / account holder | $7,927 | $9,516-16.7% | $8,175-3.0% | $9,541-16.9% |