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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 | $48,066 | $152,591-68.5% | $117,529-59.1% | $134,545-64.3% |
| Participation rate | 50.0% | 77.1%-27.1pp | 70.6%-20.6pp | 81.2%-31.2pp |
| Annual return | -19.23% | 53.04%-72.3pp | 29.77%-49.0pp | 418.37%-437.6pp |
| Employer contribution / active EE | $1,329 | $5,576-76.2% | $4,179-68.2% | $4,742-72.0% |
| Participant deferral / active EE | $3,661 | $4,821-24.1% | $4,072-10.1% | $6,401-42.8% |
| Admin fee / account holder | $856 | $7,004-87.8% | $5,645-84.8% | $11,431-92.5% |