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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 | $69,122 | $134,001-48.4% | $112,258-38.4% | $134,509-48.6% |
| Participation rate | 42.9% | 78.6%-35.7pp | 75.1%-32.2pp | 81.2%-38.4pp |
| Annual return | -17.20% | 47.15%-64.4pp | 27.47%-44.7pp | 418.13%-435.3pp |
| Employer contribution / active EE | $2,246 | $4,039-44.4% | $3,636-38.2% | $4,741-52.6% |
| Participant deferral / active EE | $3,473 | $5,291-34.4% | $4,728-26.5% | $6,400-45.7% |
| Admin fee / account holder | $960 | $7,491-87.2% | $6,411-85.0% | $11,427-91.6% |