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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 | $44,169 | $91,537-51.7% | $130,045-66.0% | $75,173-41.2% |
| Participation rate | 29.5% | 71.5%-42.0pp | 78.5%-49.0pp | 67.2%-37.7pp |
| Annual return | 17.37% | -631.55%+648.9pp | -137.30%+154.7pp | 160.72%-143.3pp |
| Employer contribution / active EE | $1,243 | $2,845-56.3% | $4,321-71.2% | $2,671-53.5% |
| Participant deferral / active EE | $2,056 | $4,343-52.7% | $5,820-64.7% | $4,126-50.2% |
| Admin fee / account holder | $340 | $6,780-95.0% | $10,600-96.8% | $5,651-94.0% |