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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 | $45,182 | $99,032-54.4% | $80,022-43.5% | $135,379-66.6% |
| Participation rate | 42.1% | 78.4%-36.2pp | 75.8%-33.7pp | 82.6%-40.5pp |
| Annual return | -6.97% | 15.39%-22.4pp | 11.22%-18.2pp | 519.79%-526.8pp |
| Employer contribution / active EE | $1,463 | $3,043-51.9% | $2,468-40.7% | $4,779-69.4% |
| Participant deferral / active EE | $2,836 | $4,282-33.8% | $3,686-23.1% | $5,609-49.4% |
| Admin fee / account holder | $13,640 | $10,436+30.7% | $6,521+109.2% | $10,828+26.0% |