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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 | $43,593 | $82,674-47.3% | $125,381-65.2% | $68,486-36.3% |
| Participation rate | 65.2% | 75.1%-9.8pp | 82.4%-17.2pp | 67.9%-2.7pp |
| Annual return | -12.83% | -5.97%-6.9pp | 572.31%-585.1pp | -7.85%-5.0pp |
| Employer contribution / active EE | $2,041 | $3,382-39.6% | $4,815-57.6% | $2,597-21.4% |
| Participant deferral / active EE | $3,234 | $6,111-47.1% | $7,448-56.6% | $4,028-19.7% |
| Admin fee / account holder | $2,671 | $6,277-57.4% | $10,007-73.3% | $5,404-50.6% |