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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 | $37,424 | $134,001-72.1% | $112,258-66.7% | $134,509-72.2% |
| Participation rate | 58.3% | 78.6%-20.2pp | 75.1%-16.7pp | 81.2%-22.9pp |
| Annual return | -16.39% | 47.15%-63.5pp | 27.47%-43.9pp | 418.13%-434.5pp |
| Employer contribution / active EE | $1,934 | $4,039-52.1% | $3,636-46.8% | $4,741-59.2% |
| Participant deferral / active EE | $6,136 | $5,291+16.0% | $4,728+29.8% | $6,400-4.1% |
| Admin fee / account holder | $2,047 | $7,491-72.7% | $6,411-68.1% | $11,427-82.1% |