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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 | $37,025 | $134,001-72.4% | $112,258-67.0% | $134,509-72.5% |
| Participation rate | 63.6% | 78.6%-14.9pp | 75.1%-11.4pp | 81.2%-17.6pp |
| Annual return | -18.34% | 47.15%-65.5pp | 27.47%-45.8pp | 418.13%-436.5pp |
| Employer contribution / active EE | $1,293 | $4,039-68.0% | $3,636-64.4% | $4,741-72.7% |
| Participant deferral / active EE | $5,862 | $5,291+10.8% | $4,728+24.0% | $6,400-8.4% |
| Admin fee / account holder | $784 | $7,491-89.5% | $6,411-87.8% | $11,427-93.1% |