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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 | $67,812 | $95,188-28.8% | $76,518-11.4% | $135,380-49.9% |
| Participation rate | 42.9% | 74.4%-31.5pp | 68.0%-25.1pp | 82.6%-39.8pp |
| Annual return | -8.86% | 4.85%-13.7pp | -0.27%-8.6pp | 519.81%-528.7pp |
| Employer contribution / active EE | $1,578 | $3,303-52.2% | $2,647-40.4% | $4,779-67.0% |
| Participant deferral / active EE | $6,651 | $4,640+43.3% | $3,836+73.4% | $5,609+18.6% |
| Admin fee / account holder | $580 | $6,249-90.7% | $4,849-88.0% | $10,828-94.6% |