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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 | $44,323 | $133,981-66.9% | $112,249-60.5% | $134,532-67.1% |
| Participation rate | 33.3% | 78.6%-45.2pp | 75.1%-41.7pp | 81.2%-47.9pp |
| Annual return | -18.16% | 47.16%-65.3pp | 27.48%-45.6pp | 418.27%-436.4pp |
| Employer contribution / active EE | $1,771 | $4,040-56.2% | $3,636-51.3% | $4,741-62.7% |
| Participant deferral / active EE | $3,857 | $5,292-27.1% | $4,729-18.4% | $6,401-39.7% |
| Admin fee / account holder | $13,713 | $7,492+83.0% | $6,412+113.9% | $11,429+20.0% |