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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 | $40,959 | $82,674-50.5% | $125,363-67.3% | $68,495-40.2% |
| Participation rate | 57.6% | 75.0%-17.5pp | 82.4%-24.8pp | 67.9%-10.3pp |
| Annual return | -17.13% | -5.97%-11.2pp | 572.15%-589.3pp | -7.84%-9.3pp |
| Employer contribution / active EE | $2,044 | $3,382-39.6% | $4,815-57.5% | $2,596-21.3% |
| Participant deferral / active EE | $3,988 | $6,111-34.7% | $7,447-46.5% | $4,028-1.0% |
| Admin fee / account holder | $3,363 | $6,276-46.4% | $10,005-66.4% | $5,403-37.8% |