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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 | $46,022 | $57,352-19.8% | $83,831-45.1% | $64,173-28.3% |
| Participation rate | 57.8% | 68.6%-10.8pp | 76.1%-18.4pp | 69.6%-11.8pp |
| Annual return | -3.51% | 11.38%-14.9pp | 850.99%-854.5pp | 7.63%-11.1pp |
| Employer contribution / active EE | $2,909 | $2,546+14.3% | $3,631-19.9% | $2,381+22.2% |
| Participant deferral / active EE | $5,444 | $2,993+81.9% | $4,082+33.4% | $3,470+56.9% |
| Admin fee / account holder | $1,897 | $4,046-53.1% | $5,479-65.4% | $4,887-61.2% |