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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 | $70,022 | $127,387-45.0% | $115,038-39.1% | $125,389-44.2% |
| Participation rate | 62.5% | 84.2%-21.7pp | 81.4%-18.9pp | 83.2%-20.7pp |
| Annual return | -2.75% | 31.28%-34.0pp | 26.14%-28.9pp | 282.24%-285.0pp |
| Employer contribution / active EE | $1,737 | $5,166-66.4% | $4,608-62.3% | $4,866-64.3% |
| Participant deferral / active EE | $5,176 | $6,423-19.4% | $6,026-14.1% | $5,352-3.3% |
| Admin fee / account holder | $19,543 | $9,516+105.4% | $8,175+139.0% | $9,541+104.8% |