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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 | $40,952 | $49,177-16.7% | $79,467-48.5% | $64,173-36.2% |
| Participation rate | 65.4% | 65.0%+0.4pp | 73.3%-8.0pp | 69.6%-4.2pp |
| Annual return | -6.12% | -1.16%-5.0pp | 718.30%-724.4pp | 7.63%-13.8pp |
| Employer contribution / active EE | $2,714 | $2,076+30.7% | $2,800-3.1% | $2,381+14.0% |
| Participant deferral / active EE | $949 | $2,821-66.4% | $3,704-74.4% | $3,470-72.6% |
| Admin fee / account holder | $2,040 | $3,839-46.9% | $5,104-60.0% | $4,887-58.3% |