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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 | $55,241 | $100,792-45.2% | $86,691-36.3% | $134,509-58.9% |
| Participation rate | 66.7% | 78.9%-12.3pp | 76.6%-9.9pp | 81.2%-14.6pp |
| Annual return | -16.07% | 29.08%-45.1pp | 35.94%-52.0pp | 418.13%-434.2pp |
| Employer contribution / active EE | $958 | $3,491-72.5% | $2,837-66.2% | $4,741-79.8% |
| Participant deferral / active EE | $2,622 | $5,339-50.9% | $4,656-43.7% | $6,400-59.0% |
| Admin fee / account holder | $5,327 | $10,924-51.2% | $7,492-28.9% | $11,427-53.4% |