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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 | $68,553 | $152,597-55.1% | $117,533-41.7% | $134,532-49.0% |
| Participation rate | 36.4% | 77.1%-40.7pp | 70.6%-34.2pp | 81.2%-44.9pp |
| Annual return | -19.49% | 53.04%-72.5pp | 29.77%-49.3pp | 418.27%-437.8pp |
| Employer contribution / active EE | $448 | $5,576-92.0% | $4,179-89.3% | $4,741-90.5% |
| Participant deferral / active EE | $1,161 | $4,821-75.9% | $4,072-71.5% | $6,401-81.9% |
| Admin fee / account holder | $5,385 | $7,007-23.1% | $5,647-4.6% | $11,429-52.9% |