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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 | $60,085 | $54,355+10.5% | $82,744-27.4% | $68,486-12.3% |
| Participation rate | 35.5% | 63.9%-28.4pp | 72.6%-37.1pp | 67.9%-32.4pp |
| Annual return | -18.88% | -13.67%-5.2pp | 702.22%-721.1pp | -7.85%-11.0pp |
| Employer contribution / active EE | $1,104 | $2,219-50.2% | $3,008-63.3% | $2,597-57.5% |
| Participant deferral / active EE | $3,102 | $3,246-4.5% | $4,395-29.4% | $4,028-23.0% |
| Admin fee / account holder | $1,350 | $4,397-69.3% | $5,325-74.6% | $5,404-75.0% |