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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 | $70,474 | $95,895-26.5% | $79,576-11.4% | $134,509-47.6% |
| Participation rate | 22.2% | 75.0%-52.8pp | 69.5%-47.3pp | 81.2%-59.0pp |
| Annual return | -17.35% | -2.72%-14.6pp | 0.15%-17.5pp | 418.13%-435.5pp |
| Employer contribution / active EE | $2,054 | $3,128-34.3% | $2,413-14.9% | $4,741-56.7% |
| Participant deferral / active EE | $3,497 | $4,693-25.5% | $3,985-12.3% | $6,400-45.4% |
| Admin fee / account holder | $688 | $9,129-92.5% | $6,834-89.9% | $11,427-94.0% |