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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 | $93,113 | $133,981-30.5% | $112,249-17.0% | $134,532-30.8% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -20.51% | 47.16%-67.7pp | 27.48%-48.0pp | 418.27%-438.8pp |
| Employer contribution / active EE | $2,192 | $4,040-45.7% | $3,636-39.7% | $4,741-53.8% |
| Participant deferral / active EE | $5,673 | $5,292+7.2% | $4,729+20.0% | $6,401-11.4% |
| Admin fee / account holder | $1,155 | $7,492-84.6% | $6,412-82.0% | $11,429-89.9% |