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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 | $37,606 | $69,012-45.5% | $160,037-76.5% | $68,490-45.1% |
| Participation rate | 48.9% | 65.4%-16.5pp | 78.0%-29.0pp | 67.9%-19.0pp |
| Annual return | -15.00% | -9.65%-5.4pp | 408.95%-424.0pp | -7.85%-7.1pp |
| Employer contribution / active EE | $714 | $2,212-67.7% | $4,226-83.1% | $2,597-72.5% |
| Participant deferral / active EE | $1,706 | $4,212-59.5% | $6,184-72.4% | $4,028-57.6% |
| Admin fee / account holder | $1,950 | $4,798-59.4% | $8,716-77.6% | $5,403-63.9% |