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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 | $47,709 | $54,370-12.3% | $82,763-42.4% | $68,490-30.3% |
| Participation rate | 43.6% | 63.9%-20.3pp | 72.6%-29.0pp | 67.9%-24.3pp |
| Annual return | -16.45% | -13.67%-2.8pp | 702.45%-718.9pp | -7.85%-8.6pp |
| Employer contribution / active EE | $1,247 | $2,219-43.8% | $3,008-58.5% | $2,597-52.0% |
| Participant deferral / active EE | $3,904 | $3,247+20.2% | $4,395-11.2% | $4,028-3.1% |
| Admin fee / account holder | $2,532 | $4,398-42.4% | $5,325-52.4% | $5,403-53.1% |