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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 | $65,107 | $133,981-51.4% | $112,249-42.0% | $134,532-51.6% |
| Participation rate | 42.1% | 78.6%-36.5pp | 75.1%-33.0pp | 81.2%-39.1pp |
| Annual return | -18.83% | 47.16%-66.0pp | 27.48%-46.3pp | 418.27%-437.1pp |
| Employer contribution / active EE | $1,888 | $4,040-53.3% | $3,636-48.1% | $4,741-60.2% |
| Participant deferral / active EE | $5,789 | $5,292+9.4% | $4,729+22.4% | $6,401-9.6% |
| Admin fee / account holder | $1,503 | $7,492-79.9% | $6,412-76.6% | $11,429-86.9% |