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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 | $44,032 | $54,357-19.0% | $82,706-46.8% | $68,495-35.7% |
| Participation rate | 36.1% | 63.9%-27.9pp | 72.6%-36.5pp | 67.9%-31.8pp |
| Annual return | -19.04% | -13.67%-5.4pp | 701.76%-720.8pp | -7.84%-11.2pp |
| Employer contribution / active EE | $1,079 | $2,218-51.4% | $3,007-64.1% | $2,596-58.5% |
| Participant deferral / active EE | $1,973 | $3,246-39.2% | $4,394-55.1% | $4,028-51.0% |
| Admin fee / account holder | $2,003 | $4,396-54.4% | $5,329-62.4% | $5,403-62.9% |