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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 | $37,496 | $99,032-62.1% | $80,022-53.1% | $135,380-72.3% |
| Participation rate | 46.7% | 78.4%-31.7pp | 75.8%-29.2pp | 82.6%-36.0pp |
| Annual return | -8.02% | 15.39%-23.4pp | 11.22%-19.2pp | 519.81%-527.8pp |
| Employer contribution / active EE | $669 | $3,043-78.0% | $2,468-72.9% | $4,779-86.0% |
| Participant deferral / active EE | $2,738 | $4,282-36.1% | $3,686-25.7% | $5,609-51.2% |
| Admin fee / account holder | $385 | $10,436-96.3% | $6,521-94.1% | $10,828-96.4% |