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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 | $40,837 | $95,193-57.1% | $76,523-46.6% | $135,382-69.8% |
| Participation rate | 50.0% | 74.4%-24.4pp | 68.0%-18.0pp | 82.6%-32.6pp |
| Annual return | -8.08% | 4.85%-12.9pp | -0.27%-7.8pp | 519.77%-527.9pp |
| Employer contribution / active EE | $2,158 | $3,302-34.6% | $2,647-18.5% | $4,779-54.8% |
| Participant deferral / active EE | $5,303 | $4,639+14.3% | $3,835+38.3% | $5,609-5.5% |
| Admin fee / account holder | $1,591 | $6,249-74.5% | $4,848-67.2% | $10,829-85.3% |