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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 | $44,200 | $82,674-46.5% | $125,381-64.7% | $68,486-35.5% |
| Participation rate | 64.1% | 75.1%-10.9pp | 82.4%-18.3pp | 67.9%-3.8pp |
| Annual return | -19.28% | -5.97%-13.3pp | 572.31%-591.6pp | -7.85%-11.4pp |
| Employer contribution / active EE | $3,133 | $3,382-7.4% | $4,815-34.9% | $2,597+20.7% |
| Participant deferral / active EE | $5,217 | $6,111-14.6% | $7,448-29.9% | $4,028+29.5% |
| Admin fee / account holder | $4,204 | $6,277-33.0% | $10,007-58.0% | $5,404-22.2% |