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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 | $47,341 | $167,362-71.7% | $143,799-67.1% | $134,532-64.8% |
| Participation rate | 69.2% | 84.8%-15.6pp | 80.3%-11.1pp | 81.2%-12.0pp |
| Annual return | -19.78% | 0.47%-20.3pp | -0.04%-19.7pp | 418.27%-438.0pp |
| Employer contribution / active EE | $2,071 | $5,620-63.2% | $4,952-58.2% | $4,741-56.3% |
| Participant deferral / active EE | $5,524 | $6,447-14.3% | $5,638-2.0% | $6,401-13.7% |
| Admin fee / account holder | $398 | $18,094-97.8% | $14,677-97.3% | $11,429-96.5% |