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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 | $34,957 | $82,674-57.7% | $125,363-72.1% | $68,495-49.0% |
| Participation rate | 54.2% | 75.0%-20.9pp | 82.4%-28.2pp | 67.9%-13.7pp |
| Annual return | -18.58% | -5.97%-12.6pp | 572.15%-590.7pp | -7.84%-10.7pp |
| Employer contribution / active EE | $1,365 | $3,382-59.6% | $4,815-71.7% | $2,596-47.4% |
| Participant deferral / active EE | $2,894 | $6,111-52.6% | $7,447-61.1% | $4,028-28.1% |
| Admin fee / account holder | $734 | $6,276-88.3% | $10,005-92.7% | $5,403-86.4% |