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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 | $50,300 | $43,730+15.0% | $121,220-58.5% | $64,173-21.6% |
| Participation rate | 41.7% | 58.3%-16.7pp | 71.8%-30.1pp | 69.6%-27.9pp |
| Annual return | -4.60% | 68.94%-73.5pp | 16.94%-21.5pp | 7.63%-12.2pp |
| Employer contribution / active EE | $456 | $1,297-64.8% | $4,023-88.7% | $2,381-80.8% |
| Participant deferral / active EE | $2,072 | $2,281-9.2% | $3,345-38.1% | $3,470-40.3% |
| Admin fee / account holder | $1,007 | $3,502-71.3% | $5,021-79.9% | $4,887-79.4% |