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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 | $54,680 | $131,835-58.5% | $108,582-49.6% | $273,972-80.0% |
| Participation rate | 53.3% | 83.5%-30.1pp | 79.6%-26.2pp | 83.0%-29.7pp |
| Annual return | 4.96% | -91.57%+96.5pp | -51.70%+56.7pp | 41.46%-36.5pp |
| Employer contribution / active EE | $1,600 | $4,913-67.4% | $3,758-57.4% | $4,869-67.1% |
| Participant deferral / active EE | $3,696 | $5,127-27.9% | $4,311-14.3% | $5,287-30.1% |
| Admin fee / account holder | $3,500 | $10,253-65.9% | $7,645-54.2% | $10,133-65.5% |