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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 | $35,755 | $85,790-58.3% | $67,313-46.9% | $135,382-73.6% |
| Participation rate | 38.5% | 76.5%-38.0pp | 69.1%-30.6pp | 82.6%-44.2pp |
| Annual return | -5.43% | -0.54%-4.9pp | -4.08%-1.3pp | 519.77%-525.2pp |
| Employer contribution / active EE | $1,494 | $3,487-57.1% | $2,566-41.8% | $4,779-68.7% |
| Participant deferral / active EE | $1,648 | $4,651-64.6% | $3,568-53.8% | $5,609-70.6% |
| Admin fee / account holder | $1,079 | $6,392-83.1% | $4,507-76.1% | $10,829-90.0% |