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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 | $43,168 | $134,001-67.8% | $112,258-61.5% | $134,509-67.9% |
| Participation rate | 62.5% | 78.6%-16.1pp | 75.1%-12.6pp | 81.2%-18.7pp |
| Annual return | -8.77% | 47.15%-55.9pp | 27.47%-36.2pp | 418.13%-426.9pp |
| Employer contribution / active EE | $1,013 | $4,039-74.9% | $3,636-72.1% | $4,741-78.6% |
| Participant deferral / active EE | $2,456 | $5,291-53.6% | $4,728-48.1% | $6,400-61.6% |
| Admin fee / account holder | $2,801 | $7,491-62.6% | $6,411-56.3% | $11,427-75.5% |