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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 | $41,486 | $67,372-38.4% | $60,906-31.9% | $134,532-69.2% |
| Participation rate | 68.8% | 76.2%-7.4pp | 73.1%-4.3pp | 81.2%-12.5pp |
| Annual return | -12.35% | 50.05%-62.4pp | 16.94%-29.3pp | 418.27%-430.6pp |
| Employer contribution / active EE | $1,993 | $3,099-35.7% | $2,703-26.3% | $4,741-58.0% |
| Participant deferral / active EE | $1,361 | $4,532-70.0% | $3,814-64.3% | $6,401-78.7% |
| Admin fee / account holder | $2,785 | $4,588-39.3% | $3,227-13.7% | $11,429-75.6% |