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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 | $35,521 | $54,357-34.7% | $82,706-57.1% | $68,495-48.1% |
| Participation rate | 67.9% | 63.9%+4.0pp | 72.6%-4.6pp | 67.9%0pp |
| Annual return | -15.77% | -13.67%-2.1pp | 701.76%-717.5pp | -7.84%-7.9pp |
| Employer contribution / active EE | $1,160 | $2,218-47.7% | $3,007-61.4% | $2,596-55.3% |
| Participant deferral / active EE | $3,980 | $3,246+22.6% | $4,394-9.4% | $4,028-1.2% |
| Admin fee / account holder | $3,358 | $4,396-23.6% | $5,329-37.0% | $5,403-37.9% |