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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 | $39,900 | $54,355-26.6% | $82,744-51.8% | $68,486-41.7% |
| Participation rate | 68.6% | 63.9%+4.6pp | 72.6%-4.0pp | 67.9%+0.7pp |
| Annual return | -13.75% | -13.67%-0.1pp | 702.22%-716.0pp | -7.85%-5.9pp |
| Employer contribution / active EE | $682 | $2,219-69.3% | $3,008-77.3% | $2,597-73.7% |
| Participant deferral / active EE | $3,297 | $3,246+1.5% | $4,395-25.0% | $4,028-18.1% |
| Admin fee / account holder | $4,558 | $4,397+3.7% | $5,325-14.4% | $5,404-15.7% |