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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 | $84,935 | $167,503-49.3% | $151,627-44.0% | $134,493-36.8% |
| Participation rate | 61.5% | 88.4%-26.8pp | 87.5%-26.0pp | 81.2%-19.7pp |
| Annual return | -15.36% | 7.80%-23.2pp | 3.33%-18.7pp | 418.01%-433.4pp |
| Employer contribution / active EE | $9,423 | $6,829+38.0% | $6,166+52.8% | $4,740+98.8% |
| Participant deferral / active EE | $0 | $8,985-100.0% | $8,363-100.0% | $6,400-100.0% |
| Admin fee / account holder | $8,152 | $13,777-40.8% | $11,612-29.8% | $11,425-28.6% |