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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 | $21,942 | $133,998-83.6% | $112,263-80.5% | $134,545-83.7% |
| Participation rate | 55.0% | 78.6%-23.6pp | 75.1%-20.1pp | 81.2%-26.2pp |
| Annual return | -20.50% | 47.17%-67.7pp | 27.49%-48.0pp | 418.37%-438.9pp |
| Employer contribution / active EE | $1,264 | $4,040-68.7% | $3,636-65.2% | $4,742-73.3% |
| Participant deferral / active EE | $3,249 | $5,292-38.6% | $4,729-31.3% | $6,401-49.2% |
| Admin fee / account holder | $7,910 | $7,493+5.6% | $6,410+23.4% | $11,431-30.8% |