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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 | $72,143 | $175,646-58.9% | $129,118-44.1% | $134,545-46.4% |
| Participation rate | 66.7% | 81.6%-14.9pp | 77.2%-10.6pp | 81.2%-14.6pp |
| Annual return | -1.58% | -11.39%+9.8pp | -10.94%+9.4pp | 418.37%-420.0pp |
| Employer contribution / active EE | $7,700 | $6,355+21.2% | $5,051+52.4% | $4,742+62.4% |
| Participant deferral / active EE | $18,000 | $7,970+125.8% | $6,539+175.3% | $6,401+181.2% |
| Admin fee / account holder | $1,132 | $23,578-95.2% | $14,305-92.1% | $11,431-90.1% |