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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 | $40,830 | $140,578-71.0% | $100,671-59.4% | $125,389-67.4% |
| Participation rate | 66.7% | 80.4%-13.7pp | 70.7%-4.0pp | 83.2%-16.5pp |
| Annual return | -3.06% | 24.67%-27.7pp | 20.43%-23.5pp | 282.24%-285.3pp |
| Employer contribution / active EE | $2,561 | $5,965-57.1% | $4,012-36.2% | $4,866-47.4% |
| Participant deferral / active EE | $1,515 | $3,981-62.0% | $3,144-51.8% | $5,352-71.7% |
| Admin fee / account holder | $545 | $6,716-91.9% | $4,850-88.8% | $9,541-94.3% |