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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 | $35,163 | $129,960-72.9% | $104,299-66.3% | $134,545-73.9% |
| Participation rate | 50.0% | 79.5%-29.5pp | 73.3%-23.3pp | 81.2%-31.2pp |
| Annual return | -18.61% | 42.06%-60.7pp | 24.62%-43.2pp | 418.37%-437.0pp |
| Employer contribution / active EE | $2,954 | $4,186-29.4% | $3,373-12.4% | $4,742-37.7% |
| Participant deferral / active EE | $2,954 | $5,589-47.2% | $4,626-36.2% | $6,401-53.9% |
| Admin fee / account holder | $428 | $9,324-95.4% | $7,339-94.2% | $11,431-96.3% |