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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 | $23,437 | $167,353-86.0% | $143,797-83.7% | $134,545-82.6% |
| Participation rate | 60.0% | 84.8%-24.8pp | 80.3%-20.3pp | 81.2%-21.2pp |
| Annual return | -5.15% | 0.48%-5.6pp | -0.04%-5.1pp | 418.37%-423.5pp |
| Employer contribution / active EE | $1,661 | $5,620-70.5% | $4,952-66.5% | $4,742-65.0% |
| Participant deferral / active EE | $4,785 | $6,447-25.8% | $5,638-15.1% | $6,401-25.3% |
| Admin fee / account holder | $1,902 | $18,096-89.5% | $14,679-87.0% | $11,431-83.4% |