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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 | $48,900 | $69,012-29.1% | $160,009-69.4% | $68,486-28.6% |
| Participation rate | 61.4% | 65.4%-4.0pp | 78.0%-16.5pp | 67.9%-6.4pp |
| Annual return | -17.07% | -9.65%-7.4pp | 408.85%-425.9pp | -7.85%-9.2pp |
| Employer contribution / active EE | $3,045 | $2,212+37.6% | $4,225-27.9% | $2,597+17.3% |
| Participant deferral / active EE | $5,895 | $4,212+40.0% | $6,183-4.7% | $4,028+46.4% |
| Admin fee / account holder | $1,820 | $4,798-62.1% | $8,715-79.1% | $5,404-66.3% |