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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 | $41,877 | $64,719-35.3% | $112,249-62.7% | $68,486-38.9% |
| Participation rate | 25.0% | 67.2%-42.2pp | 75.1%-50.1pp | 67.9%-42.9pp |
| Annual return | 153.21% | -11.40%+164.6pp | 27.48%+125.7pp | -7.85%+161.1pp |
| Employer contribution / active EE | $1,038 | $2,747-62.2% | $3,636-71.5% | $2,597-60.0% |
| Participant deferral / active EE | $2,158 | $3,565-39.5% | $4,729-54.4% | $4,028-46.4% |
| Admin fee / account holder | $1,097 | $5,232-79.0% | $6,412-82.9% | $5,404-79.7% |