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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 | $48,638 | $152,597-68.1% | $117,533-58.6% | $134,532-63.8% |
| Participation rate | 30.0% | 77.1%-47.1pp | 70.6%-40.6pp | 81.2%-51.2pp |
| Annual return | -8.37% | 53.04%-61.4pp | 29.77%-38.1pp | 418.27%-426.6pp |
| Employer contribution / active EE | $454 | $5,576-91.9% | $4,179-89.1% | $4,741-90.4% |
| Participant deferral / active EE | $1,438 | $4,821-70.2% | $4,072-64.7% | $6,401-77.5% |
| Admin fee / account holder | $4,464 | $7,007-36.3% | $5,647-21.0% | $11,429-60.9% |