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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 | $29,079 | $57,352-49.3% | $83,831-65.3% | $64,173-54.7% |
| Participation rate | 47.2% | 68.6%-21.4pp | 76.1%-29.0pp | 69.6%-22.4pp |
| Annual return | -5.72% | 11.38%-17.1pp | 850.99%-856.7pp | 7.63%-13.4pp |
| Employer contribution / active EE | $1,971 | $2,546-22.6% | $3,631-45.7% | $2,381-17.2% |
| Participant deferral / active EE | $4,472 | $2,993+49.4% | $4,082+9.6% | $3,470+28.9% |
| Admin fee / account holder | $5,687 | $4,046+40.5% | $5,479+3.8% | $4,887+16.4% |