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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 | $85,014 | $127,387-33.3% | $115,038-26.1% | $125,389-32.2% |
| Participation rate | 42.9% | 84.2%-41.3pp | 81.4%-38.5pp | 83.2%-40.3pp |
| Annual return | -2.56% | 31.28%-33.8pp | 26.14%-28.7pp | 282.24%-284.8pp |
| Employer contribution / active EE | $1,071 | $5,166-79.3% | $4,608-76.8% | $4,866-78.0% |
| Participant deferral / active EE | $3,154 | $6,423-50.9% | $6,026-47.7% | $5,352-41.1% |
| Admin fee / account holder | $1,892 | $9,516-80.1% | $8,175-76.9% | $9,541-80.2% |