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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 | $21,477 | $152,591-85.9% | $117,529-81.7% | $134,545-84.0% |
| Participation rate | 45.8% | 77.1%-31.3pp | 70.6%-24.8pp | 81.2%-35.4pp |
| Annual return | -9.87% | 53.04%-62.9pp | 29.77%-39.6pp | 418.37%-428.2pp |
| Employer contribution / active EE | $3,489 | $5,576-37.4% | $4,179-16.5% | $4,742-26.4% |
| Participant deferral / active EE | $4,612 | $4,821-4.3% | $4,072+13.3% | $6,401-28.0% |
| Admin fee / account holder | $2,919 | $7,004-58.3% | $5,645-48.3% | $11,431-74.5% |