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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 | $89,959 | $167,352-46.2% | $143,788-37.4% | $134,509-33.1% |
| Participation rate | 57.1% | 84.8%-27.7pp | 80.3%-23.2pp | 81.2%-24.1pp |
| Annual return | -19.19% | 0.47%-19.7pp | -0.03%-19.2pp | 418.13%-437.3pp |
| Employer contribution / active EE | $2,083 | $5,620-62.9% | $4,952-57.9% | $4,741-56.1% |
| Participant deferral / active EE | $7,387 | $6,447+14.6% | $5,638+31.0% | $6,400+15.4% |
| Admin fee / account holder | $1,536 | $18,091-91.5% | $14,675-89.5% | $11,427-86.6% |