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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 | $36,814 | $43,730-15.8% | $121,220-69.6% | $64,173-42.6% |
| Participation rate | 50.0% | 58.3%-8.3pp | 71.8%-21.8pp | 69.6%-19.6pp |
| Annual return | -5.52% | 68.94%-74.5pp | 16.94%-22.5pp | 7.63%-13.2pp |
| Employer contribution / active EE | $706 | $1,297-45.6% | $4,023-82.5% | $2,381-70.3% |
| Participant deferral / active EE | $1,502 | $2,281-34.1% | $3,345-55.1% | $3,470-56.7% |
| Admin fee / account holder | $1,572 | $3,502-55.1% | $5,021-68.7% | $4,887-67.8% |