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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 | $106,005 | $133,998-20.9% | $112,263-5.6% | $134,545-21.2% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -7.65% | 47.17%-54.8pp | 27.49%-35.1pp | 418.37%-426.0pp |
| Employer contribution / active EE | $18,194 | $4,040+350.3% | $3,636+400.4% | $4,742+283.7% |
| Participant deferral / active EE | $18,000 | $5,292+240.1% | $4,729+280.6% | $6,401+181.2% |
| Admin fee / account holder | $388 | $7,493-94.8% | $6,410-93.9% | $11,431-96.6% |