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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 | $26,622 | $167,353-84.1% | $143,797-81.5% | $134,545-80.2% |
| Participation rate | 40.0% | 84.8%-44.8pp | 80.3%-40.3pp | 81.2%-41.2pp |
| Annual return | -18.09% | 0.48%-18.6pp | -0.04%-18.1pp | 418.37%-436.5pp |
| Employer contribution / active EE | $2,127 | $5,620-62.1% | $4,952-57.0% | $4,742-55.1% |
| Participant deferral / active EE | $2,498 | $6,447-61.3% | $5,638-55.7% | $6,401-61.0% |
| Admin fee / account holder | $8,175 | $18,096-54.8% | $14,679-44.3% | $11,431-28.5% |