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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 | $39,950 | $95,979-58.4% | $74,551-46.4% | $135,380-70.5% |
| Participation rate | 41.7% | 75.7%-34.0pp | 69.1%-27.5pp | 82.6%-41.0pp |
| Annual return | -5.61% | 56.97%-62.6pp | 32.53%-38.1pp | 519.81%-525.4pp |
| Employer contribution / active EE | $776 | $2,716-71.4% | $1,961-60.4% | $4,779-83.8% |
| Participant deferral / active EE | $987 | $3,844-74.3% | $3,108-68.2% | $5,609-82.4% |
| Admin fee / account holder | $2,131 | $6,522-67.3% | $5,059-57.9% | $10,828-80.3% |