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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 | $75,160 | $127,387-41.0% | $115,038-34.7% | $125,389-40.1% |
| Participation rate | 60.0% | 84.2%-24.2pp | 81.4%-21.4pp | 83.2%-23.2pp |
| Annual return | -3.21% | 31.28%-34.5pp | 26.14%-29.4pp | 282.24%-285.5pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $6,911 | $6,423+7.6% | $6,026+14.7% | $5,352+29.1% |
| Admin fee / account holder | $4,482 | $9,516-52.9% | $8,175-45.2% | $9,541-53.0% |