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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 | $61,323 | $133,981-54.2% | $112,249-45.4% | $134,532-54.4% |
| Participation rate | 45.5% | 78.6%-33.1pp | 75.1%-29.6pp | 81.2%-35.8pp |
| Annual return | -16.39% | 47.16%-63.5pp | 27.48%-43.9pp | 418.27%-434.7pp |
| Employer contribution / active EE | $2,266 | $4,040-43.9% | $3,636-37.7% | $4,741-52.2% |
| Participant deferral / active EE | $7,489 | $5,292+41.5% | $4,729+58.4% | $6,401+17.0% |
| Admin fee / account holder | $1,782 | $7,492-76.2% | $6,412-72.2% | $11,429-84.4% |