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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 | $53,150 | $54,370-2.2% | $82,763-35.8% | $68,490-22.4% |
| Participation rate | 57.5% | 63.9%-6.4pp | 72.6%-15.1pp | 67.9%-10.4pp |
| Annual return | -15.04% | -13.67%-1.4pp | 702.45%-717.5pp | -7.85%-7.2pp |
| Employer contribution / active EE | $2,014 | $2,219-9.2% | $3,008-33.0% | $2,597-22.4% |
| Participant deferral / active EE | $1,406 | $3,247-56.7% | $4,395-68.0% | $4,028-65.1% |
| Admin fee / account holder | $5,298 | $4,398+20.5% | $5,325-0.5% | $5,403-1.9% |