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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 | $48,053 | $93,117-48.4% | $77,096-37.7% | $134,532-64.3% |
| Participation rate | 50.0% | 74.5%-24.5pp | 67.9%-17.9pp | 81.2%-31.2pp |
| Annual return | -15.82% | 62.67%-78.5pp | 42.35%-58.2pp | 418.27%-434.1pp |
| Employer contribution / active EE | $1,199 | $3,420-64.9% | $2,814-57.4% | $4,741-74.7% |
| Participant deferral / active EE | $3,599 | $5,241-31.3% | $4,429-18.7% | $6,401-43.8% |
| Admin fee / account holder | $4,517 | $6,948-35.0% | $5,428-16.8% | $11,429-60.5% |