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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 | $29,947 | $59,116-49.3% | $86,438-65.4% | $68,486-56.3% |
| Participation rate | 51.9% | 75.2%-23.3pp | 80.3%-28.4pp | 67.9%-16.0pp |
| Annual return | -7.44% | -0.23%-7.2pp | 4397.19%-4404.6pp | -7.85%+0.4pp |
| Employer contribution / active EE | $1,809 | $2,519-28.2% | $3,769-52.0% | $2,597-30.3% |
| Participant deferral / active EE | $7,850 | $5,902+33.0% | $6,952+12.9% | $4,028+94.9% |
| Admin fee / account holder | $3,495 | $5,639-38.0% | $6,733-48.1% | $5,404-35.3% |