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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 | $42,446 | $82,674-48.7% | $125,363-66.1% | $68,495-38.0% |
| Participation rate | 46.4% | 75.0%-28.6pp | 82.4%-35.9pp | 67.9%-21.5pp |
| Annual return | -14.65% | -5.97%-8.7pp | 572.15%-586.8pp | -7.84%-6.8pp |
| Employer contribution / active EE | $2,028 | $3,382-40.0% | $4,815-57.9% | $2,596-21.9% |
| Participant deferral / active EE | $4,135 | $6,111-32.3% | $7,447-44.5% | $4,028+2.7% |
| Admin fee / account holder | $838 | $6,276-86.6% | $10,005-91.6% | $5,403-84.5% |