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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 | $101,632 | $152,597-33.4% | $117,533-13.5% | $134,532-24.5% |
| Participation rate | 30.0% | 77.1%-47.1pp | 70.6%-40.6pp | 81.2%-51.2pp |
| Annual return | -17.92% | 53.04%-71.0pp | 29.77%-47.7pp | 418.27%-436.2pp |
| Employer contribution / active EE | $525 | $5,576-90.6% | $4,179-87.4% | $4,741-88.9% |
| Participant deferral / active EE | $1,488 | $4,821-69.1% | $4,072-63.5% | $6,401-76.8% |
| Admin fee / account holder | $1,419 | $7,007-79.8% | $5,647-74.9% | $11,429-87.6% |