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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 | $57,170 | $82,678-30.9% | $125,391-54.4% | $68,490-16.5% |
| Participation rate | 45.9% | 75.1%-29.1pp | 82.4%-36.4pp | 67.9%-22.0pp |
| Annual return | -18.24% | -5.97%-12.3pp | 572.41%-590.7pp | -7.85%-10.4pp |
| Employer contribution / active EE | $1,890 | $3,382-44.1% | $4,816-60.7% | $2,597-27.2% |
| Participant deferral / active EE | $4,022 | $6,111-34.2% | $7,448-46.0% | $4,028-0.1% |
| Admin fee / account holder | $2,414 | $6,277-61.5% | $10,009-75.9% | $5,403-55.3% |