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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 | $15,361 | $152,542-89.9% | $117,498-86.9% | $134,509-88.6% |
| Participation rate | 42.9% | 77.1%-34.2pp | 70.6%-27.7pp | 81.2%-38.4pp |
| Annual return | -17.21% | 53.02%-70.2pp | 29.75%-47.0pp | 418.13%-435.3pp |
| Employer contribution / active EE | $1,492 | $5,574-73.2% | $4,178-64.3% | $4,741-68.5% |
| Participant deferral / active EE | $2,325 | $4,819-51.8% | $4,071-42.9% | $6,400-63.7% |
| Admin fee / account holder | $4,478 | $7,006-36.1% | $5,646-20.7% | $11,427-60.8% |