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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 | $33,803 | $54,370-37.8% | $82,763-59.2% | $68,490-50.6% |
| Participation rate | 52.4% | 63.9%-11.5pp | 72.6%-20.2pp | 67.9%-15.5pp |
| Annual return | -10.98% | -13.67%+2.7pp | 702.45%-713.4pp | -7.85%-3.1pp |
| Employer contribution / active EE | $923 | $2,219-58.4% | $3,008-69.3% | $2,597-64.5% |
| Participant deferral / active EE | $1,621 | $3,247-50.1% | $4,395-63.1% | $4,028-59.8% |
| Admin fee / account holder | $7,209 | $4,398+63.9% | $5,325+35.4% | $5,403+33.4% |