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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 | $39,027 | $27,632+41.2% | $61,452-36.5% | $68,486-43.0% |
| Participation rate | 30.0% | 39.5%-9.5pp | 52.6%-22.6pp | 67.9%-37.9pp |
| Annual return | -19.13% | -13.24%-5.9pp | 338.96%-358.1pp | -7.85%-11.3pp |
| Employer contribution / active EE | $561 | $696-19.3% | $1,160-51.6% | $2,597-78.4% |
| Participant deferral / active EE | $1,483 | $1,264+17.4% | $2,125-30.2% | $4,028-63.2% |
| Admin fee / account holder | $1,500 | $2,010-25.4% | $2,131-29.6% | $5,404-72.2% |