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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 | $32,677 | $133,981-75.6% | $112,249-70.9% | $134,532-75.7% |
| Participation rate | 54.5% | 78.6%-24.0pp | 75.1%-20.5pp | 81.2%-26.7pp |
| Annual return | -12.80% | 47.16%-60.0pp | 27.48%-40.3pp | 418.27%-431.1pp |
| Employer contribution / active EE | $1,119 | $4,040-72.3% | $3,636-69.2% | $4,741-76.4% |
| Participant deferral / active EE | $2,542 | $5,292-52.0% | $4,729-46.2% | $6,401-60.3% |
| Admin fee / account holder | $338 | $7,492-95.5% | $6,412-94.7% | $11,429-97.0% |