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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 | $39,912 | $134,001-70.2% | $112,258-64.4% | $134,509-70.3% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.1%-25.1pp | 81.2%-31.2pp |
| Annual return | -20.16% | 47.15%-67.3pp | 27.47%-47.6pp | 418.13%-438.3pp |
| Employer contribution / active EE | $1,132 | $4,039-72.0% | $3,636-68.9% | $4,741-76.1% |
| Participant deferral / active EE | $1,492 | $5,291-71.8% | $4,728-68.4% | $6,400-76.7% |
| Admin fee / account holder | $5,625 | $7,491-24.9% | $6,411-12.3% | $11,427-50.8% |