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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 | $37,285 | $167,522-77.7% | $151,639-75.4% | $134,532-72.3% |
| Participation rate | 55.6% | 88.4%-32.8pp | 87.5%-31.9pp | 81.2%-25.7pp |
| Annual return | -20.79% | 7.81%-28.6pp | 3.34%-24.1pp | 418.27%-439.1pp |
| Employer contribution / active EE | $3,303 | $6,828-51.6% | $6,165-46.4% | $4,741-30.3% |
| Participant deferral / active EE | $8,932 | $8,986-0.6% | $8,363+6.8% | $6,401+39.5% |
| Admin fee / account holder | $4,433 | $13,780-67.8% | $11,613-61.8% | $11,429-61.2% |