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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 | $47,466 | $64,716-26.7% | $112,258-57.7% | $68,495-30.7% |
| Participation rate | 48.6% | 67.2%-18.6pp | 75.1%-26.5pp | 67.9%-19.3pp |
| Annual return | -17.24% | -11.40%-5.8pp | 27.47%-44.7pp | -7.84%-9.4pp |
| Employer contribution / active EE | $4,837 | $2,746+76.1% | $3,636+33.1% | $2,596+86.3% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,728-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,885 | $5,232-44.9% | $6,411-55.0% | $5,403-46.6% |