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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 | $71,982 | $43,730+64.6% | $121,208-40.6% | $64,181+12.2% |
| Participation rate | 31.6% | 58.3%-26.7pp | 71.8%-40.1pp | 69.6%-37.9pp |
| Annual return | -4.44% | 68.94%-73.4pp | 16.93%-21.4pp | 7.63%-12.1pp |
| Employer contribution / active EE | $622 | $1,297-52.0% | $4,023-84.5% | $2,381-73.9% |
| Participant deferral / active EE | $1,676 | $2,281-26.5% | $3,345-49.9% | $3,470-51.7% |
| Admin fee / account holder | $1,531 | $3,502-56.3% | $5,020-69.5% | $4,887-68.7% |