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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 | $44,465 | $54,357-18.2% | $82,706-46.2% | $68,495-35.1% |
| Participation rate | 36.4% | 63.9%-27.6pp | 72.6%-36.2pp | 67.9%-31.5pp |
| Annual return | -17.04% | -13.67%-3.4pp | 701.76%-718.8pp | -7.84%-9.2pp |
| Employer contribution / active EE | $1,980 | $2,218-10.7% | $3,007-34.2% | $2,596-23.7% |
| Participant deferral / active EE | $2,346 | $3,246-27.7% | $4,394-46.6% | $4,028-41.7% |
| Admin fee / account holder | $6,225 | $4,396+41.6% | $5,329+16.8% | $5,403+15.2% |