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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 | $49,579 | $95,975-48.3% | $74,549-33.5% | $135,379-63.4% |
| Participation rate | 46.7% | 75.7%-29.0pp | 69.1%-22.5pp | 82.6%-36.0pp |
| Annual return | -8.77% | 56.96%-65.7pp | 32.53%-41.3pp | 519.79%-528.6pp |
| Employer contribution / active EE | $2,065 | $2,716-24.0% | $1,961+5.3% | $4,779-56.8% |
| Participant deferral / active EE | $5,489 | $3,844+42.8% | $3,108+76.6% | $5,609-2.1% |
| Admin fee / account holder | $1,015 | $6,522-84.4% | $5,059-79.9% | $10,828-90.6% |