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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 | $42,934 | $167,362-74.3% | $143,799-70.1% | $134,532-68.1% |
| Participation rate | 66.7% | 84.8%-18.2pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -12.89% | 0.47%-13.4pp | -0.04%-12.8pp | 418.27%-431.2pp |
| Employer contribution / active EE | $2,443 | $5,620-56.5% | $4,952-50.7% | $4,741-48.5% |
| Participant deferral / active EE | $6,833 | $6,447+6.0% | $5,638+21.2% | $6,401+6.8% |
| Admin fee / account holder | $312 | $18,094-98.3% | $14,677-97.9% | $11,429-97.3% |