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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 | $64,843 | $105,867-38.8% | $90,760-28.6% | $134,532-51.8% |
| Participation rate | 35.7% | 78.3%-42.5pp | 75.7%-40.0pp | 81.2%-45.5pp |
| Annual return | -11.75% | -10.99%-0.8pp | -12.16%+0.4pp | 418.27%-430.0pp |
| Employer contribution / active EE | $642 | $3,464-81.5% | $2,922-78.0% | $4,741-86.5% |
| Participant deferral / active EE | $2,198 | $5,217-57.9% | $4,565-51.9% | $6,401-65.7% |
| Admin fee / account holder | $5,091 | $13,936-63.5% | $8,444-39.7% | $11,429-55.5% |