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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 | $35,683 | $54,357-34.4% | $82,706-56.9% | $68,495-47.9% |
| Participation rate | 69.1% | 63.9%+5.2pp | 72.6%-3.4pp | 67.9%+1.3pp |
| Annual return | -13.43% | -13.67%+0.2pp | 701.76%-715.2pp | -7.84%-5.6pp |
| Employer contribution / active EE | $460 | $2,218-79.3% | $3,007-84.7% | $2,596-82.3% |
| Participant deferral / active EE | $2,375 | $3,246-26.8% | $4,394-45.9% | $4,028-41.0% |
| Admin fee / account holder | $2,317 | $4,396-47.3% | $5,329-56.5% | $5,403-57.1% |