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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 | $39,618 | $82,324-51.9% | $68,803-42.4% | $134,545-70.6% |
| Participation rate | 50.0% | 75.1%-25.1pp | 69.0%-19.0pp | 81.2%-31.2pp |
| Annual return | -12.62% | -2.17%-10.4pp | -6.37%-6.3pp | 418.37%-431.0pp |
| Employer contribution / active EE | $1,287 | $3,302-61.0% | $2,656-51.5% | $4,742-72.8% |
| Participant deferral / active EE | $5,435 | $4,740+14.7% | $3,942+37.9% | $6,401-15.1% |
| Admin fee / account holder | $808 | $6,485-87.5% | $4,936-83.6% | $11,431-92.9% |