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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 | $48,218 | $67,372-28.4% | $60,906-20.8% | $134,532-64.2% |
| Participation rate | 69.2% | 76.2%-6.9pp | 73.1%-3.9pp | 81.2%-12.0pp |
| Annual return | -16.96% | 50.05%-67.0pp | 16.94%-33.9pp | 418.27%-435.2pp |
| Employer contribution / active EE | $992 | $3,099-68.0% | $2,703-63.3% | $4,741-79.1% |
| Participant deferral / active EE | $4,769 | $4,532+5.2% | $3,814+25.1% | $6,401-25.5% |
| Admin fee / account holder | $1,056 | $4,588-77.0% | $3,227-67.3% | $11,429-90.8% |