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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 | $57,682 | $82,674-30.2% | $125,381-54.0% | $68,486-15.8% |
| Participation rate | 69.1% | 75.1%-5.9pp | 82.4%-13.3pp | 67.9%+1.2pp |
| Annual return | -15.37% | -5.97%-9.4pp | 572.31%-587.7pp | -7.85%-7.5pp |
| Employer contribution / active EE | $2,356 | $3,382-30.3% | $4,815-51.1% | $2,597-9.3% |
| Participant deferral / active EE | $4,197 | $6,111-31.3% | $7,448-43.7% | $4,028+4.2% |
| Admin fee / account holder | $4,015 | $6,277-36.0% | $10,007-59.9% | $5,404-25.7% |