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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 | $45,608 | $133,981-66.0% | $112,249-59.4% | $134,532-66.1% |
| Participation rate | 60.0% | 78.6%-18.6pp | 75.1%-15.1pp | 81.2%-21.2pp |
| Annual return | -13.19% | 47.16%-60.3pp | 27.48%-40.7pp | 418.27%-431.5pp |
| Employer contribution / active EE | $2,050 | $4,040-49.3% | $3,636-43.6% | $4,741-56.8% |
| Participant deferral / active EE | $5,268 | $5,292-0.5% | $4,729+11.4% | $6,401-17.7% |
| Admin fee / account holder | $949 | $7,492-87.3% | $6,412-85.2% | $11,429-91.7% |