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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 | $73,348 | $75,962-3.4% | $154,108-52.4% | $64,173+14.3% |
| Participation rate | 39.1% | 70.4%-31.3pp | 83.0%-43.9pp | 69.6%-30.4pp |
| Annual return | -7.56% | 30.32%-37.9pp | 735.21%-742.8pp | 7.63%-15.2pp |
| Employer contribution / active EE | $3,513 | $3,350+4.9% | $5,298-33.7% | $2,381+47.5% |
| Participant deferral / active EE | $6,155 | $3,175+93.9% | $5,081+21.2% | $3,470+77.4% |
| Admin fee / account holder | $3,425 | $5,589-38.7% | $13,411-74.5% | $4,887-29.9% |