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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 | $63,769 | $95,917-33.5% | $79,583-19.9% | $134,545-52.6% |
| Participation rate | 47.8% | 75.0%-27.2pp | 69.5%-21.7pp | 81.2%-33.4pp |
| Annual return | -18.12% | -2.70%-15.4pp | 0.16%-18.3pp | 418.37%-436.5pp |
| Employer contribution / active EE | $595 | $3,129-81.0% | $2,414-75.3% | $4,742-87.5% |
| Participant deferral / active EE | $2,482 | $4,694-47.1% | $3,986-37.7% | $6,401-61.2% |
| Admin fee / account holder | $7,596 | $9,132-16.8% | $6,835+11.1% | $11,431-33.6% |