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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 | $35,349 | $133,998-73.6% | $112,263-68.5% | $134,545-73.7% |
| Participation rate | 60.0% | 78.6%-18.6pp | 75.1%-15.1pp | 81.2%-21.2pp |
| Annual return | -15.73% | 47.17%-62.9pp | 27.49%-43.2pp | 418.37%-434.1pp |
| Employer contribution / active EE | $3,013 | $4,040-25.4% | $3,636-17.1% | $4,742-36.4% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $378 | $7,493-95.0% | $6,410-94.1% | $11,431-96.7% |