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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 | $79,209 | $95,917-17.4% | $79,583-0.5% | $134,545-41.1% |
| Participation rate | 47.1% | 75.0%-28.0pp | 69.5%-22.4pp | 81.2%-34.2pp |
| Annual return | -13.60% | -2.70%-10.9pp | 0.16%-13.8pp | 418.37%-432.0pp |
| Employer contribution / active EE | $697 | $3,129-77.7% | $2,414-71.1% | $4,742-85.3% |
| Participant deferral / active EE | $1,142 | $4,694-75.7% | $3,986-71.3% | $6,401-82.2% |
| Admin fee / account holder | $3,849 | $9,132-57.8% | $6,835-43.7% | $11,431-66.3% |