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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 | $39,345 | $134,001-70.6% | $112,258-65.0% | $134,509-70.7% |
| Participation rate | 52.4% | 78.6%-26.2pp | 75.1%-22.7pp | 81.2%-28.8pp |
| Annual return | -16.92% | 47.15%-64.1pp | 27.47%-44.4pp | 418.13%-435.1pp |
| Employer contribution / active EE | $1,223 | $4,039-69.7% | $3,636-66.4% | $4,741-74.2% |
| Participant deferral / active EE | $3,246 | $5,291-38.7% | $4,728-31.4% | $6,400-49.3% |
| Admin fee / account holder | $3,235 | $7,491-56.8% | $6,411-49.5% | $11,427-71.7% |