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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 | $64,025 | $167,352-61.7% | $143,788-55.5% | $134,509-52.4% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -14.71% | 0.47%-15.2pp | -0.03%-14.7pp | 418.13%-432.8pp |
| Employer contribution / active EE | $5,375 | $5,620-4.4% | $4,952+8.6% | $4,741+13.4% |
| Participant deferral / active EE | $4,532 | $6,447-29.7% | $5,638-19.6% | $6,400-29.2% |
| Admin fee / account holder | $659 | $18,091-96.4% | $14,675-95.5% | $11,427-94.2% |