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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 | $71,301 | $142,392-49.9% | $119,622-40.4% | $134,532-47.0% |
| Participation rate | 57.1% | 82.8%-25.7pp | 79.3%-22.1pp | 81.2%-24.1pp |
| Annual return | -16.17% | -12.46%-3.7pp | -14.98%-1.2pp | 418.27%-434.4pp |
| Employer contribution / active EE | $2,052 | $5,224-60.7% | $4,232-51.5% | $4,741-56.7% |
| Participant deferral / active EE | $6,124 | $6,467-5.3% | $5,601+9.3% | $6,401-4.3% |
| Admin fee / account holder | $505 | $13,593-96.3% | $10,328-95.1% | $11,429-95.6% |