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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 | $33,741 | $129,959-74.0% | $104,301-67.7% | $134,532-74.9% |
| Participation rate | 66.7% | 79.5%-12.9pp | 73.3%-6.6pp | 81.2%-14.6pp |
| Annual return | -19.37% | 42.04%-61.4pp | 24.61%-44.0pp | 418.27%-437.6pp |
| Employer contribution / active EE | $1,790 | $4,185-57.2% | $3,373-46.9% | $4,741-62.2% |
| Participant deferral / active EE | $3,707 | $5,589-33.7% | $4,626-19.9% | $6,401-42.1% |
| Admin fee / account holder | $484 | $9,325-94.8% | $7,340-93.4% | $11,429-95.8% |