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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 | $50,777 | $97,020-47.7% | $83,322-39.1% | $135,379-62.5% |
| Participation rate | 68.4% | 80.4%-12.0pp | 77.8%-9.3pp | 82.6%-14.2pp |
| Annual return | -7.01% | 12.31%-19.3pp | 10.64%-17.6pp | 519.79%-526.8pp |
| Employer contribution / active EE | $1,611 | $4,144-61.1% | $3,379-52.3% | $4,779-66.3% |
| Participant deferral / active EE | $2,865 | $5,964-52.0% | $5,565-48.5% | $5,609-48.9% |
| Admin fee / account holder | $4,128 | $8,426-51.0% | $7,540-45.2% | $10,828-61.9% |