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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 | $53,168 | $167,533-68.3% | $151,645-64.9% | $134,545-60.5% |
| Participation rate | 60.0% | 88.4%-28.4pp | 87.5%-27.5pp | 81.2%-21.2pp |
| Annual return | -15.43% | 7.81%-23.2pp | 3.34%-18.8pp | 418.37%-433.8pp |
| Employer contribution / active EE | $4,616 | $6,828-32.4% | $6,165-25.1% | $4,742-2.7% |
| Participant deferral / active EE | $11,620 | $8,985+29.3% | $8,363+38.9% | $6,401+81.5% |
| Admin fee / account holder | $616 | $13,781-95.5% | $11,614-94.7% | $11,431-94.6% |