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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 | $46,694 | $133,981-65.1% | $112,249-58.4% | $134,532-65.3% |
| Participation rate | 40.0% | 78.6%-38.6pp | 75.1%-35.1pp | 81.2%-41.2pp |
| Annual return | -18.47% | 47.16%-65.6pp | 27.48%-46.0pp | 418.27%-436.7pp |
| Employer contribution / active EE | $800 | $4,040-80.2% | $3,636-78.0% | $4,741-83.1% |
| Participant deferral / active EE | $3,353 | $5,292-36.6% | $4,729-29.1% | $6,401-47.6% |
| Admin fee / account holder | $542 | $7,492-92.8% | $6,412-91.5% | $11,429-95.3% |