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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 | $49,495 | $82,678-40.1% | $125,391-60.5% | $68,490-27.7% |
| Participation rate | 61.4% | 75.1%-13.7pp | 82.4%-21.0pp | 67.9%-6.5pp |
| Annual return | -18.57% | -5.97%-12.6pp | 572.41%-591.0pp | -7.85%-10.7pp |
| Employer contribution / active EE | $2,089 | $3,382-38.2% | $4,816-56.6% | $2,597-19.6% |
| Participant deferral / active EE | $3,703 | $6,111-39.4% | $7,448-50.3% | $4,028-8.1% |
| Admin fee / account holder | $1,889 | $6,277-69.9% | $10,009-81.1% | $5,403-65.0% |