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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 | $47,719 | $49,177-3.0% | $79,467-40.0% | $64,173-25.6% |
| Participation rate | 62.9% | 65.0%-2.2pp | 73.3%-10.5pp | 69.6%-6.7pp |
| Annual return | -4.48% | -1.16%-3.3pp | 718.30%-722.8pp | 7.63%-12.1pp |
| Employer contribution / active EE | $1,007 | $2,076-51.5% | $2,800-64.0% | $2,381-57.7% |
| Participant deferral / active EE | $2,382 | $2,821-15.6% | $3,704-35.7% | $3,470-31.4% |
| Admin fee / account holder | $3,114 | $3,839-18.9% | $5,104-39.0% | $4,887-36.3% |