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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 | $42,277 | $54,357-22.2% | $82,706-48.9% | $68,495-38.3% |
| Participation rate | 60.0% | 63.9%-3.9pp | 72.6%-12.6pp | 67.9%-7.9pp |
| Annual return | -17.19% | -13.67%-3.5pp | 701.76%-719.0pp | -7.84%-9.3pp |
| Employer contribution / active EE | $2,316 | $2,218+4.4% | $3,007-23.0% | $2,596-10.8% |
| Participant deferral / active EE | $4,312 | $3,246+32.8% | $4,394-1.9% | $4,028+7.1% |
| Admin fee / account holder | $9,643 | $4,396+119.3% | $5,329+81.0% | $5,403+78.5% |