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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 | $34,938 | $133,981-73.9% | $112,249-68.9% | $134,532-74.0% |
| Participation rate | 63.6% | 78.6%-14.9pp | 75.1%-11.4pp | 81.2%-17.6pp |
| Annual return | -12.65% | 47.16%-59.8pp | 27.48%-40.1pp | 418.27%-430.9pp |
| Employer contribution / active EE | $2,196 | $4,040-45.6% | $3,636-39.6% | $4,741-53.7% |
| Participant deferral / active EE | $4,586 | $5,292-13.3% | $4,729-3.0% | $6,401-28.4% |
| Admin fee / account holder | $1,227 | $7,492-83.6% | $6,412-80.9% | $11,429-89.3% |