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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 | $62,808 | $91,525-31.4% | $130,026-51.7% | $75,181-16.5% |
| Participation rate | 55.2% | 71.4%-16.3pp | 78.5%-23.3pp | 67.2%-12.0pp |
| Annual return | 17.20% | -631.40%+648.6pp | -137.26%+154.5pp | 160.69%-143.5pp |
| Employer contribution / active EE | $1,861 | $2,844-34.6% | $4,321-56.9% | $2,671-30.3% |
| Participant deferral / active EE | $2,890 | $4,342-33.4% | $5,821-50.3% | $4,126-30.0% |
| Admin fee / account holder | $3,146 | $6,778-53.6% | $10,608-70.3% | $5,650-44.3% |