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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 | $54,171 | $72,404-25.2% | $110,243-50.9% | $64,173-15.6% |
| Participation rate | 65.5% | 73.3%-7.8pp | 79.8%-14.3pp | 69.6%-4.1pp |
| Annual return | -6.31% | -6.29%0pp | 314.76%-321.1pp | 7.63%-13.9pp |
| Employer contribution / active EE | $1,452 | $2,282-36.3% | $3,827-62.0% | $2,381-39.0% |
| Participant deferral / active EE | $2,260 | $3,469-34.8% | $4,672-51.6% | $3,470-34.9% |
| Admin fee / account holder | $7,567 | $5,664+33.6% | $8,548-11.5% | $4,887+54.8% |