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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 | $19,924 | $82,674-75.9% | $125,381-84.1% | $68,486-70.9% |
| Participation rate | 52.6% | 75.1%-22.4pp | 82.4%-29.7pp | 67.9%-15.3pp |
| Annual return | -15.44% | -5.97%-9.5pp | 572.31%-587.7pp | -7.85%-7.6pp |
| Employer contribution / active EE | $1,875 | $3,382-44.6% | $4,815-61.1% | $2,597-27.8% |
| Participant deferral / active EE | $4,665 | $6,111-23.7% | $7,448-37.4% | $4,028+15.8% |
| Admin fee / account holder | $3,196 | $6,277-49.1% | $10,007-68.1% | $5,404-40.9% |