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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 | $58,363 | $82,678-29.4% | $125,391-53.5% | $68,490-14.8% |
| Participation rate | 30.0% | 75.1%-45.1pp | 82.4%-52.4pp | 67.9%-37.9pp |
| Annual return | -16.41% | -5.97%-10.4pp | 572.41%-588.8pp | -7.85%-8.6pp |
| Employer contribution / active EE | $1,305 | $3,382-61.4% | $4,816-72.9% | $2,597-49.7% |
| Participant deferral / active EE | $2,941 | $6,111-51.9% | $7,448-60.5% | $4,028-27.0% |
| Admin fee / account holder | $4,666 | $6,277-25.7% | $10,009-53.4% | $5,403-13.6% |